All Collections
New Hire Onboarding
Creating Onboarding Task Templates from Company Settings
Creating Onboarding Task Templates from Company Settings

How to create, edit and delete reusable onboarding task templates anytime from company settings.

Amberley Arnold avatar
Written by Amberley Arnold
Updated over a week ago

So you are thinking about hiring some new employees and want to get everything prepared ahead of time? Great! Here is how you can add, edit or delete onboarding task templates at anytime from your company settings!

Already started hiring an employee? You can still create Onboarding tasks while in the hiring flow by following the steps in this article. Note: Tasks that are created in the hiring flow will not be saved as templates.

Getting started

The first thing you will have to do is navigate to the Onboarding Tasks page. You can do this by entering the company settings, scrolling down and clicking this section.

Platform Submenu located in Company Settings.  Onboarding Tasks option highlighted.

Now that you are on the task template page you can see a list of the tasks you have made previously. If this is your first time creating an onboarding task this page will look a little empty. Here is how you can change that change that!

Creating a new task template

To create a new task template you are going to start by clicking on the blue + Add Task Template button  in the top right corner of the page. 

From here you will be brought to an easy to use base template for your onboarding tasks that will look something like this 

1. The first step is to name your task. Some examples of this could be Set up company laptop, or Set up desk.

2. Next you will choose who this task will be assigned too. To do this you will click on the drop menu and select the assignee. 

The task can be assigned to the the new hires manager, the new hire, or to any employee (listed by name).

3. Here you can select the due date of the project. The task can be set to be completed for the new hires start date, or a set amount of days before or after the their start date.

4. Now it is time to give your task more detail. You can enter specifics such as make sure laptop is wiped and updated to the latest version so that the assignee knows exactly what they need to do.   You can give as much or as little detail as you need

5. Thats it! Now that you have fill everything out it is time to save your task by hitting the Create button. If you aren't totally happy with it don't worry! You can create the task now and come back to edit it later.

Editing and removing tasks

Now that you have created your onboarding tasks, you may decide that you want to edit one, or maybe you realized you don't need one and want to delete. Don't worry, here is how you can do it!

When on the task template page you will have to click on the three dots next to the task. This give you a drop down with the options to edit and remove your task.

When you select edit you will be brought to a page that looks the same as the page you use to create the task, but with all of the information already filled out. You can easily edit any of this info by clicking on the field you wish to change.

 When the task is edited how you would like, select the save button at the bottom of the screen. 

When you've decided that you want to delete a task template and you have selected Remove from the drop down, you will be shown this pop up. 

Simply select Remove to permanently delete the task template. Note: This will not delete tasks that have already been assigned in the onboarding process.
Deleting task templates is irreversible, be certain that you no longer want the task before clicking remove.

Other articles you might be interested in

Did this answer your question?