How do I Create a new Onboarding Checklist?


Navigate to your Company Settings.



Next, click on the Onboarding tab.



You can then add a new checklist by clicking Add checklist on the far right of the screen. You can add as many checklists as needed for your company.



This will prompt a new dialog box to appear, asking you to enter a Checklist name.


Clicking Add checklist will bring you to a new screen where you can then begin to create tasks.



Clicking + Add a new task will prompt a new dialog box to open.

  

Here you can enter a Task name and Description, set a Due dateAttach files to the task and Assign task to a member of staff.


You can add as many tasks as needed to a checklist. You can also Edit and Delete tasks from a checklist by hovering over them and clicking the relevant button.






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