How do I Create a new Onboarding Checklist?
To create a new checklist, navigate to your company Settings and open the onboarding tab.
From here, you can add a new checklist by clicking add checklist on the far right of the screen. This will prompt a new window 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 date, Attach 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.