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Customizing Your Template With Tasks & Resources

Learn how to bring your template to life by adding tasks and resources that guide, inform, and engage your candidates.

Now that your template is in place, it’s time to shape the experience your candidates will have. Tasks and Resources are the building blocks of your journey - they provide important information, spark excitement, and guide candidates every step of the way.

From completing forms to watching welcome videos, this is where you turn your template into a personalized, interactive experience that prepares candidates for success before day one.

🛠️ Step-by-Step: Adding a Task or Resource

Step 1: Add Content

  • Navigate to your Template and click ➕ Add Task or ➕ Add Resource.

  • Give your task or resource a clear title (i.e. "Submit Your Headshot", “Office Location,” “Dress Code,” or “Meet Your Buddy”).

🛠️ Step-by-Step: Adding Content to a Task or Resource

Step 1: Select Your Task or Resource

  • Once added, your new Task or Resource will appear in your template.

  • Click into the item to begin editing.

Step 2: Add Components

💡 What Are Components?

A component is a piece of content that you can add to a task or resource within a template. Components allow you to build interactive, informative, and personalized experiences for your candidates or new hires.

Think of components as the building blocks of any task or resource - they’re how you customize content and create a guided, interactive experience in Abode.

  • Click ➕ Add Component to choose from various content blocks:

    • 📄 Textbox

    • 📁 File/Image

    • 🎥 Video Embed

    • 🧐 Survey or Quiz

    • 🔗 External Link (Button)

    • 📤 Candidate File Upload

    • ✏️ Docusign (If enabled)

You can also save components to reuse across multiple templates, making your workflows more efficient and consistent.

🥳 You’re All Set!

You’ve successfully added engaging content to your tasks and resources! This is how you guide candidates through your process, from pre-boarding to onboarding - and beyond - while keeping everything organized and efficient. ✨

🧭 Not Sure Whether to Use a Task or Resource? Seamlessly Switch Between the Two Anytime

Changed your mind about how you want to deliver your content? No worries -tasks and resources are designed to be flexible. If you decide that something you added as a task works better as a resource (or vice versa), you can easily swap it with just a few clicks - no need to start from scratch.

🔍 Note: When adding a Resource, you’ll be asked if it’s time-sensitive. This setting lets you control exactly when the content becomes visible to candidates - perfect for sharing information at just the right moment.

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