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Creating New Checklists
Creating New Checklists

Checklists were built to help you with onboarding new hires

Maisie Miller avatar
Written by Maisie Miller
Updated over a week ago

Creating a checklist allows you to make sure everything gets done before a new starter joins.

To create a checklist:

  1. Head to the relevant person's profile.

  2. Select 'Checklists' in the tab menu.

  3. Click the button that says 'Start an Individual Checklist from Scratch.'

  4. Give the checklist a Title eg 'Sales Onboarding'.

  5. Select an owner for the checklist and set a deadline.

  6. Click on 'Save Checklist'.

  7. Select 'New task'.

  8. Create the tasks and select owners.

All done !

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