Checklist Previews

Shannon DeLange
Shannon DeLange Idea generator Vanta Team Member Conversation starter
  • Updated

In the checklist edit flow, Vanta users can now preview their changes before publishing. This offers admins an easy way to understand the onboarding experience for their employees.

 

Previewing a Checklist 

  • From the left-hand navigation panel, select People
  • Select Checklists
  • Click on any checklist you would like to view 

Screenshot 2023-11-28 at 1.53.54 PM.png

  • From the top right-hand corner, select Preview Checklist

Screenshot 2023-11-28 at 1.55.26 PM.png

  • From here, you will be able to view the checklist process for the group of users it has been assigned to

checklist_preview.gif