- Help Center
- Onboard
- Tasks
How to manually assign tasks?
Below you can find detailed steps on how to manually assign checklist tasks to employees.
To manually assign a task, go to the Onboard application.
- In the People tab find an employee. Remember, your most recent new hire will be the first on this list.
- Select the employee (or employees) by clicking on a circle next to their name.
- An Actions button will appear. Click on it.
- Choose Bulk Create Tasks.
- Then add Existing task from library.
- Choose a checklist you wish to assign the task from.
- Finally, select all tasks (or just the ones you want) and click the Add button.
Here's a short video of the steps above: