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Onboard
Assign Tasks & Automate Customized Checklists
Checklists
- How to create a checklist?
- How to create a recurring checklist?
- How to create a Mandatory Checklist?
- How to set up a no trigger checklist?
- How to use the checklist Timeline Preview?
- How to create a rehire checklist?
- Who are watchers and how to set it up?
- How to duplicate a checklist?
- How to delete or deactivate a checklist?
- How to add tasks to a checklist?
- How to choose a task type?
- How to order checklist tasks?
- How to create optional tasks?
- How do I set up reminders and overdue alerts?
- How to edit existing tasks in a checklist?
- How to delete a task from a checklist?
- How to replace a form or a document in an already created task?
- Advanced Settings in Checklists
Tasks
- How to manually assign tasks from checklist?
- How to create a download document task?
- How to complete a plain task?
- How to complete download document task?
- How to Upload Files and Documents to a Form Task?
- How to Sign an E-Form?
- What does Pending Task Status mean?
- How to change the due date on an already assigned task?
- How to reassign a task?
- How to cancel/delete a task?
- How to cancel a specific task from a chained task?
- How to set up a task review?
- How to set up a task completed notification?
- How to unlock I9 form?
- How to Send Form Unlocking Request?
- How to initiate bulk onboarding?
- How to send a manual reminder for a task?
- What is the purpose of chained tasks?
- How to Preselect the Upload Folder on the Document Request Tasks?
- How to Set up Custom File Names on the Document Request Tasks?
- How to skip an optional task?