In Onboard, you can add tasks to new hire routes or assign one-off tasks to team members who are part of the onboarding process. You can include attachments or other requirements, set due dates, and opt to make tasks mandatory.
Tasks that are assigned to a new hire will appear on their route board and New Hire Portal, and tasks that are assigned to other company Members will appear on their Task List.
Route Tasks
To add tasks for a new hire as part of their onboarding route, go to your Route Board.
One-off Tasks
To add one-off tasks that aren’t associated with a route, go to your Task List.
Task types
You can create the following types of tasks in Onboard. Some types can be assigned to both routes or individual members, while some can only be used in one place or the other.
Type | What | Where | Who |
General | Provide instructions or information, links, or attachments to download. | Routes Task List | Company Members and New Hires |
Request Attachment | Ask someone to submit a file attachment. | Routes Task List | Company Members and New Hires |
Request Message | Ask someone to submit a text response to a custom message. | Routes Task List | Company Members |
Prepare Signature Request | Ask someone to assign signer roles and kick off the signature process. New tasks will be created for each signer. | Routes | Company Members |
Request Meeting | Ask someone to schedule a meeting. | Routes | Company Members |
Schedule Meeting | Schedule a meeting and invite other participants. | Task List | Company Members and New Hires |
Request Signature | Assign signer roles and kick off the signature process. | Task List | Company Members |
How to add tasks to a route
Company-level routes
If you’re an admin, you can add tasks to a company-level route template in its settings.
Click the gear icon in the left sidebar.
Click Routes.
Find the correct route on the list and click the edit icon (pencil) on the right.
Click + Task to add a new task to the route.
Enter a title for the task.
Enter a description or instructions.
Click Attach File to add an attachment, if necessary.
Choose a task type from the dropdown and add related documents or info.
Set a due date—Enter the number of days and choose a milestone:
Before Hire Date
After Hire Date
After Last Task
Click the Assign To dropdown to assign the task to someone.
Click the Required checkbox if the assignee must complete the task before moving on to another task.
Click Create.
Click and drag to reorder tasks, if necessary.
New hire-specific routes
If you’re an admin or Manager, you can add tasks to a specific new hire’s route:
Click the gear icon in the left sidebar.
Click Routes.
Find the correct route on the list and click the edit icon (pencil) on the right.
Click + Task to add a new task to the route.
Enter a title for the task.
Enter a description or instructions.
Click Attach File to add an attachment, if necessary.
Choose a task type from the dropdown and add related documents or info.
Set a due date.
Click the Assign To dropdown to assign the task to someone.
Click the Required checkbox if the assignee must complete the task before moving on to another task.
Click Create.
Click and drag to reorder tasks, if necessary.
How to create a one-off task
Any team member can create one-off tasks for other members or new hires they’re assigned to.
Click Tasks in the left sidebar.
Click + Task in the top-right corner.
Enter a title for the task.
Enter a description or instructions.
Click Attach File to add an attachment, if necessary.
Choose a task type from the dropdown and add related documents or info.
Set a due date.
Click the Assign To dropdown to assign the task to someone.
Click the Required checkbox if the assignee must complete the task before moving on to another task.
Click Create.
How to complete tasks
You can find tasks assigned to you—or that you’ve assigned to others—on your Tasks page.
Click Tasks in the left sidebar.
Choose from the options on the left:
My Tasks: Tasks assigned to you
Assigned Out: Tasks you’ve created and assigned to others
Upcoming: Tasks that are due in the next 7 days
Completed: Tasks that have been completed by the assignee
Archived: Tasks that have been archived by the creator or assignee
Click a task to view details, add comments, or complete the task.
The steps needed to complete a task will depend on the type of task.
Type | Steps |
General | Review or respond as described in the task. Click the checkmark or Mark Complete. |
Request Attachment | Upload the required file and click Mark Complete. |
Request Message | Enter the information requested and click Send and Mark Complete. |
Prepare Signature Request | Assign signer roles and due date for the signature process and click Send Signature. |
Schedule Meeting | Add meeting details and participants and click Send Meeting. |
Meeting | Download the event attachment and click Mark Complete. |
Request Signature | Follow the steps to add your signature and click Save. |