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.

  1. In the People tab find an employee. Remember, your most recent new hire will be the first on this list.
  2. Select the employee (or employees) by clicking on a circle next to their name.
  3. An Actions button will appear. Click on it.
  4. Choose Bulk Create Tasks.
  5. Then add Existing task from library.
  6. Choose a checklist you wish to assign the task from.
  7. Finally, select all tasks (or just the ones you want) and click the Add button.


Here's a short video of the steps above:

HubSpot Video