Skip to main content
All CollectionsChecklists
Creating New Checklists
Creating New Checklists

Checklists were built to help you with onboarding new hires

Alexandros Tofarides avatar
Written by Alexandros Tofarides
Updated over 10 months 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 !

Did this answer your question?