I wanted to create a reusable template which tracks the different steps required to onboard a client
Asked by Christina Holmes:

We have a SAAS platform with white-glove implementation processes. Currently, our template is in Excel and we want to use an Atlassian tool to better organize each onboarding.

The onboardings are 90% the same steps, with some tweaking required for each customer. I want to create or use a template that can help organize internally and report back to the customer our progress.

Any suggestions on the best Atlassian product to use?


Answers:
author: Kate Pawlak _Appsvio_
body: Hi [@Christina Holmes](/t5/user/viewprofilepage/user-id/5282383)

If you want to use it on the *Create issue* screen, which is more user-friendly solution, I recommend you to try our app: [**Issue Templates Agent for Jira**](https://bit.ly/issue_templates_agent). With this app you can create templates for your standardised issues. When user wants to use the template, it's simply selected from the *Template* field and all values are prefilled on the form.

But one more question: your question is created in Jira Work Management collection but I see that you wrote about "customers" what is specified for Jira Service Management - another Atlassian product. Could you please which product do you use? Or have plans to use?

\~Kate

comments: author: Christina Holmes
body: Thank you for the link Kate! We are open to using any of the Atlassian tools if there is a different option that suits our needs. Really we want to streamline onboarding for our customers and create a repeatable process, the specific tools is not as important.


author: Luka Hummel - codefortynine
body: Hi [@Christina Holmes](/t5/user/viewprofilepage/user-id/5282383) and welcome to the community!

Our app [Deep Clone for Jira](https://marketplace.atlassian.com/apps/1218652/deep-clone-for-jira?hosting=cloud&tab=overview&source=community345) can help you clone your templates and also make the necessary tweaks for your different clients. You can create your template as a project or just an issue hierarchy (Initiative ? Epic ? Task/Story ? Subtask) and then clone them with Deep Clones' [Project Clone](https://c49.link/deep-clone-for-jira/docs/project-clone) or [Epic/Tree Clone](https://c49.link/deep-clone-for-jira/docs/epic-clone) feature. To add the wanted tweaks, you can use our [Clone and Edit](https://c49.link/deep-clone-for-jira/docs/clone-and-edit) feature to dynamically change or set field values. You can also use Placeholders and use the **replace** function to set for example a client's name in descriptions and summaries.

![2023-08-02 16-31.png](https://community.atlassian.com/t5/image/serverpage/image-id/272760i2C37488DD4BE876D/image-size/large?v=v2&px=999 "2023-08-02 16-31.png")


author: Paul Heath Armengol
body: I reccomend Issue Templates for Jira

<https://deviniti.com/support/addon/cloud/issue-templates/latest/about/>


author: Mark William Graham Bortz
body: I know exactly what you are talking about Christina. If I recall correctly the question has been asked before with a slightly different formulation. Please contact me by email for further information. /Atlassian


Tags: cloud

jira-cloud

jira-work-management-cloud