Creating a Checklist

  • Updated

Creating a Checklist

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

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  • 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 

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