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