How to create an onboarding task.
Go to Onboarding/Offboarding > Onboarding and click on the gear icon ⚙️ to access configuration.
In the Task tab, select the Onboarding type and click the green Add button at the bottom of the page.
Click on Add.
Enter the name of the task. Choose the delay from the date of hire, which is when this task should be automatically launched in an onboarding process.
For more information on the types of delays, please refer to the article Onboarding - Definition of Delay.
6. Click on Save Data.
👉 As you create tasks, the Save button may no longer be visible, make sure to scroll to the bottom of the page in order to click on Save.
For more information on how to use tasks when creating onboarding templates, refer to the article Create Onboarding Templates.