Creating a checklist allows you to make sure everything gets done before a new starter joins.
To create a checklist:
- Head to the relevant person's profile.
- Select 'Checklists' in the tab menu.
- Click the button that says 'Start an Individual Checklist from Scratch.'
- Give the checklist a Title eg 'Sales Onboarding'.
- Select an owner for the checklist and set a deadline.
- Click on 'Save Checklist'.
- Select 'New task'.
- Create the tasks and select owners.
All done ️