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 specific people, for example if the CEO needs to take a new starter out for a coffee or your head of IT always orders laptops for new starters. You can do this by creating a task and assigning an 'owner'.
To assign a task to an owner:
Open a checklist template or start a new checklist
Select 'New Task'
Using the drop-down menu, select which team member should own this task
for 'new starter checklists' you can choose a dynamic owner; the new starter, or, their line manager
Save task
Once the checklist has been applied to someone's profile, the team member you assigned to the task will receive a notification email at 9am the following day.
Note: If the team member completes the task on the same day as the checklist task has been assigned they will not receive the notification email the following day.
