Creating a Custom Checklist

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Creating a Custom Checklist

  • From the left-hand navigation panel, select People -> Checklists
  • From the overview tab, you will see a + Create checklist button at the top left-hand corner


  1. Give the checklist a name, and assign it to the appropriate groups
    • You can assign your custom checklists to multiple groups
  2. Select the policies group members will have to accept
  3. Choose which device monitoring services should be used for this checklist 
  4. Enable security awareness training
  5. Enable background checks 
  6. Add or create customs tasks 
  7. Select which systems will need access removal when an employee is offboarded
  8. Review the checklist 
  • Once completed, the checklist will appear on the checklist page, and can be edited by clicking the "..." button.
  • You can assign a point of contact for the checklist by using the dropdown list in the Point of contact column 

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