This article will guide you on how to create Templates for assigning checklists to employees when onboarding/ offboarding.

1. Go to the Checklist, and then the Settings tab.

2. In the left column, select Onboarding Templates or Offboarding Templates

3. Click the New Template.

4. Fill in the name and, optionally, a description of the template.

5. Click Create when finishing.

6. Next, click on the new template's name to start creating tasks for many different stakeholders to prepare for and assist the first days/ the last days of the employee.


  • The name of a template must be unique.

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