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The Tasks step sends an interactive checklist to recipients. Users can mark tasks as complete or ignore non-applicable items. Perfect for onboarding checklists, IT setup, training requirements, and manager action items.

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⚙️ Configuration

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Task List

Add one or more tasks using the rich text editor. Each task supports:
  • Bold, italics, links, and formatting
  • Placeholders ({{user}}, {{manager}}, {{mentor}})
  • Reordering via the overflow menu
At least one task is required.

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Destination

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✅ Task Interaction

Recipients can:
  • Mark complete: Check off finished tasks
  • Ignore: Skip non-applicable tasks
Tasks are non-blocking. The track continues regardless of task completion.

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⭐ Best Practices

  1. Keep tasks actionable: Use clear verbs like “Complete”, “Review”, “Schedule”
  2. Include links: Make it easy to find resources
  3. Order logically: Sequence tasks in completion order
  4. Don’t overload: 5-7 tasks per checklist is ideal
  5. Route appropriately: IT tasks → IT team, manager tasks → manager
See Track Examples for complete onboarding track templates with tasks.

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🎯 Common Use Cases

  • New Hire Onboarding: First-day and first-week setup tasks
  • IT Provisioning: Equipment and access checklists
  • Training Requirements: Courses and certifications to complete
  • Manager Actions: Tasks for managers onboarding their reports
  • Compliance: Policy reviews and acknowledgments

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🔗 Related Steps