Creating a Task Set
Onboarding tasks: Security tasks given to personnel associated with your organization, such as employees, contractors, consultants
Offboarding tasks: Security tasks for personnel to complete when they will no longer be associated with your organization
From the left-hand navigation panel, under Personnel, select People
Go to the Groups tab
Select the group you would like to create or edit a tasklist for
Select Add from each section to add security tasks to the task list
Select the options you would like to include
Select Save when finished.
Managing Tasks Sets
From the groups page, select the three-dot menu, and choose Manage task sets
From here, you can create a new task, or edit previously created task sets
Creating a new task set allows you to assign this task set to multiple groups at once
Additionally, you can edit a task set by selecting the three-dot menu
Reusing a Task Set on a New Group
Once a task list has been created for any group, you can use that same task list again by selecting the three-dot menu in the top right-hand corner.
Select Apply task set
Choose the task set you would like to apply from the dropdown in the top left-hand corner
Select Apply task set