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.

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.

In the top left, click on 'Knowledge', and then select 'Add a Knowledge Item' at the bottom left of the screen.

Select 'Checklist' from the options and create a new checklist.

Tip: A checklist without tasks is like an empty wallet! Start adding items to the list by clicking 'View' next to your new checklist item.

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.

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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