Overview
New hires need an organised task list to ensure they complete all necessary steps during onboarding. Without a checklist, new hires might overlook important tasks, delaying their integration into the team.
Example
A new hire checklist might include tasks like “Set up email account,” “Review company policies,” or “Meet with manager.” Each task can be marked complete as it’s finished, providing a clear and efficient onboarding process.
The checklist feature enables you to create structured, trackable task lists within courses, so new hires have a clear guide to follow. Checklists make onboarding easier to manage, helping new hires stay organised and up-to-date with their tasks.
Note: Users have the option to hide completed items in the Manage preferences tab.
Video
Steps to add a checklist to your course
→ Access Course Editor
Go to 'Courses' from the main menu on the left.
Click 'Editor' at the bottom left of the course where you’d like to add a checklist.
→ Add a knowledge item
In the top left, click on 'Knowledge',
If no checklist tile available, select 'Add a Knowledge Item' at the bottom left of the screen.
Select 'Checklist' from the options and create a new checklist.
→ Set up the checklist
Click 'Add Item' to begin adding tasks.
For each task, enter a title (e.g., “Set up email”) and an optional description.
Define the number of days for each task to be completed, starting from the new hire’s first day. This helps ensure tasks are completed on schedule.
Enter the number of days that should pass before the new hire sees this Checklist item.
Note:
'0' is the start date
'-1' the day before
'1' the day after
→ Organise tasks with categories (Optional)
You can group similar tasks by category, making the checklist easier to navigate.
Click on 'Categories' to open the category settings.
Select 'Add a Category', type a name for your category, and click 'Add'.
Arrange Categories: Drag categories to reorder them as needed.
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