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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 3 years 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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