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How do I Create a new Onboarding Checklist?

You can create as many checklists as you need to support your staff during their onbaording and beyond. 

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 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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