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.

Feedback and Knowledge Base