{"id":7091,"date":"2024-09-22T14:33:00","date_gmt":"2024-09-22T14:33:00","guid":{"rendered":"https:\/\/titanapps.io\/blog\/?p=7091"},"modified":"2025-09-22T15:59:10","modified_gmt":"2025-09-22T15:59:10","slug":"how-to-automate-jira-processes-with-smart-checklists-smart-templates-real-case-studies","status":"publish","type":"post","link":"https:\/\/titanapps.io\/blog\/how-to-automate-jira-processes-with-smart-checklists-smart-templates-real-case-studies","title":{"rendered":"How to Automate Jira Processes with Smart Checklists & Smart Templates (Real Case Studies!)"},"content":{"rendered":"\n
\n\n \n \n
\n
\n
\n \"Smart <\/div>\n\n
\n Smart Checklist for Jira <\/div>\n <\/div>\n\n
\n

Smart Checklist helps you organize your work with clear ToDo\u2019s. Create checklists, save them as templates, and apply them to recurring tasks with automation. Now Runs on Atlassian!<\/p>\n <\/div>\n \n Try free <\/span>\n <\/a>\n <\/div>\n\n \n \n \n

\n
\n
\n \"\" <\/div>\n\n
\n Smart Templates for Jira <\/div>\n <\/div>\n\n
\n

Smart Templates allows you to create Jira issue templates with variables & pre-filled fields, use built-in scheduler & automation to standardize team workflows. Now Runs on Atlassian!<\/p>\n <\/div>\n \n Try free <\/span>\n <\/a>\n <\/div>\n\n \n \n <\/section>\n\n\n\n

HR Team <\/h2>\n\n\n\n

Boost onboarding eNPS to 100% and reach a 91% productivity rate for new hires<\/h3>\n\n\n\n

Company<\/strong>: Railsware, IT Services and Consulting,  >200 talents<\/p>\n\n\n\n

Problem <\/strong><\/h3>\n\n\n\n

Without a streamlined process, the HR department manages extensive administrative tasks manually, coordinating with IT, Security, Legal, Finance, and other teams involved in onboarding. Additionally, the process of updating and optimizing the workflow is manual and prone to human error. This burden can lead to high turnover rates, low eNPS, and delayed positive impact from new hires, ultimately weakening the company\u2019s ability to scale, maintain a strong culture, and build high-performing teams.<\/p>\n\n\n\n

Solution<\/strong> <\/h3>\n\n\n\n

Document and standardize the onboarding process across the entire company using Smart Tools for Jira. The introduction of Smart Templates for Jira transformed the pre-onboarding process into a well-structured and efficient workflow. Once a new hire accepts the offer, a responsible recruiter creates a list of tasks from the internal onboarding template. This includes issues for the People, Legal, Finance, Procurement, Security, and Operations teams. All responsible team members are assigned automatically, provided with the necessary documentation, and step-by-step instructions.<\/p>\n\n\n\n

\"Pre-onboarding<\/figure>\n\n\n\n

Tools<\/strong>: Smart Templates for Jira<\/a>, Smart Checklist for Jira<\/a><\/p>\n\n\n\n

The implementation of different types of variables<\/a> helps keep one template applicable to all onboarding processes at Railsware. Smart Checklist<\/a> integration helps to break down each task into clear actionable ToDos. Every new hire\u2019s onboarding starts with a single Jira issue that includes a Smart Checklist template<\/a> outlining tasks for the trial period, along with links to onboarding materials.<\/p>\n\n\n\n

Result<\/strong><\/h3>\n\n\n\n
\n
\n

Thanks to Smart Tools, our onboarding eNPS has reached an outstanding 100%, and our company-wide Experience Survey reveals that new hires rate their productivity and development at an impressive 91%. These results are remarkable, especially for the trial phase.<\/p>\n <\/div>\n

\n \"\"
\n

\n Olia Ududiak <\/p>\n \n

\n Head of People Team at Railsware <\/p>\n <\/div>\n <\/div>\n<\/section>\n\n\n\n

Read full case study<\/a><\/p>\n\n\n\n

\n\n\n\n

Operations Team <\/h2>\n\n\n\n

Cut business-travel request time by 25% with automated Jira checklists<\/h3>\n\n\n\n

Company<\/strong>: Railsware, IT Services and Consulting,  >200 talents<\/p>\n\n\n\n

Problem<\/strong><\/h3>\n\n\n\n