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Auto-Send Checklists to New Users

Auto-Send Checklists to New Users

Streamline onboarding by automatically sending new users selected checklists

Updated over 2 months ago

Designate specific checklists to auto-send to new users, so they are invited to compete checklists as soon as they join your organization. This is particularly useful for onboarding new employees—you can even assign different checklists to specific employee groups.

To auto-send checklists:

  1. Click Workplace.

  2. Select Groups.

  3. Next to the group you want to add auto-send checklists to, click (...) and then Edit Settings.

  4. Under Auto-Send Checklists to New Users, select the checklists you want to send. You can select as many as apply.

  5. Click Save Changes.

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