Checklists

What are checklists and how can I use them?

Checklists are tools that allow you to easily check important tasks in your process organization. This way, you won't forget any step and can better organize tasks that need to be completed in a set order.

A new employee onboarding checklist helps managers and HR users ensure that all the necessary steps to prepare for hiring a new employee are covered. This provides step-by-step guidance as your new employee becomes part of the team.

You can create new checklists or edit existing ones at any time via the Settings / General / Checklist Template / Checklist Design app. In the Checklists tab you get an overview of the active checklists.