Tasks can easily be cloned, or copied, for different Employees or Managers who may be in a different department but need to complete the same tasks. This can easily be done through the Checklists listing in Account Settings. Click here to learn more about Onboarding Checklists.

Clone Tasks

Open the System Settings by clicking 'Account' and then 'Settings' in the Onboarding module. From the main Settings screen, scroll down to the 'Checklists' section. 

Next to the desired checklist, click 'Clone' to view a copy of the checklist. It is highly recommended to update the name of the Checklist along with any necessary steps. When completed, click 'Update Checklist' to save any changes made. Click here to learn more about the different fields of the Onboarding Checklist.