Creating a checklist allows you to make sure everything gets done before a new starter joins.

To create a checklist:

  1. Head to the relevant person's profile.
  2. Select 'Checklists' in the tab menu.
  3. Click the button that says 'Start an Individual Checklist from Scratch.'
  4. Give the checklist a Title eg 'Sales Onboarding'.
  5. Select an owner for the checklist and set a deadline.
  6. Click on 'Save Checklist'.
  7. Select 'New task'.
  8. Create the tasks and select owners.

All done  ️

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