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