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How to manually assign tasks from checklist?
Below you can find detailed steps on how to manually assign checklist tasks to employees.
To manually assign a task, go to the Onboard or People application.
- In the People tab, find an employee.
- Select the employee (or employees) by clicking on a toggle next to their name.
- An Actions button will appear at the top of the grid. Click on it.
- Choose Bulk Create Tasks.
- Then click Existing task from the library.
- Search for the tasks you want to add and select them.
- Click Add when you are done.
Here's a short video of the steps above: