Steps to Follow
Go to Onboarding/Offboarding > Onboarding. Click the gear icon ⚙️ in the top right corner.
Click on the Templates tab. In the type dropdown select Onboarding.
Choose the template to be modified: the list of tasks will appear.
Click on Add to link tasks to this template.
In the window that appears, select the task to add, as well as the desired order in the list.
Important: Tasks are added to the list without any particular visual distinction. It is therefore essential to save the template before exiting.
Make sure to choose the task order precisely, as it cannot be easily modified without a complete review of the steps.Once you've added all of your tasks, click on Save Data.
👉Important:
The task will not automatically be added to an onboarding process that is already in progress.
It will only be added for new onboarding processes that have not yet been triggered.