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Creating new checklists

Checklists were built to help you with onboarding new hires

Written by Alexandros Tofarides


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. Choose if you would like this to be a standard checklist, or an 'New starter checklist'

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

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

    1. If this a 'New Starter Checklist' you can choose a dynamic the new starter themselves, or, their line manager

  7. Click on 'Save Checklist'.

  8. Select 'New task'.

  9. Create the tasks and select owners.

All done !

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