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Onboarding Checklist
How to create an Onboarding Checklist in Asanify?
How to create an Onboarding Checklist in Asanify?

This article explains how to create an Onboarding Checklist in Asanify by following a step-by-step guide explaining the same

Priyom Sarkar avatar
Written by Priyom Sarkar
Updated over a week ago

This article explains how to create an Onboarding Checklist in Asanify.

Instructions to use create an Onboarding Checklist.

Here is a step-by-step guide

  • Step 1: Go to the onboarding checklists tab

  • Step 2: Use the create new checklist option

  • Step 3: Configuring the Checklist

Step 1: Go to the onboarding checklists tab.

  • From the left navigation bar, choose the Life Cycle dropdown.

  • Go to the onboarding checklists tab from the Life cycle dropdown.

Step 2: Use the create new checklist option

  • Use the Create new checklist option provided on the right.

Step 3: Configuring the Checklist

  1. Give the checklist a title and a description.

  2. Add tasks to the checklist.

  3. You can now view the Summary of the checklist. Use the Create option to create the checklist.


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