Checklists are a great way of managing any kind of internal process, such as on-boarding or off-boarding team members.

There may be times when you need to delegate tasks to other people, for example if the CEO needs to take a new starter out for a coffee. You can do this by creating a task and assigning an 'owner'.


  1. Open a checklist template or start a new checklist

  2. Select 'New Task'

  3. Using the drop-down menu, select which team member should own this task

  4. Save task

  5. Once the checklist has been applied to someone's profile, the team member you assigned to the task should receive an email

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