This is a guide on how to create a checklist.

Creating a Checklist

• From the left-hand navigation panel, select Checklists
• From the top right-hand corner, choose +Create Checklist

• Create a name for your Checklist, and assign the Checklist to the appropriate groups 
• From the ongoing tasks, select all tasks that should be included in this Checklist 
• Choose all tasks that should be included in your offboarding tasks
• Review your Checklist 
• Select Create Checklist 

• Checklists can be managed and viewed from the Checklists Page