This is a guide on how to create a checklist
Creating a Checklist
- From the left-hand navigation panel, select People -> 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
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