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Onboarding task categories

Use categories to categorise your onboarding tasks.

Oliver Cook avatar
Written by Oliver Cook
Updated this week

When you create an onboarding task, you can assign it to an onboarding category.

Options of onboarding categories to select.

If required, you can create new categories to choose from.

To access the onboarding categories:

  1. Click on your name on the top right, then click Settings.

  2. Click Onboarding, then click Categories.

Create an onboarding category

  1. Click Add category.

  2. Enter a name, and if required, enter a description.

  3. Click Save.

Edit an onboarding category

  1. Click the pencil icon on an existing onboarding category.

  2. Make your changes, then click Save.

Delete an onboarding category

  1. Click the trash can icon on an existing onboarding category.

  2. Click OK to confirm the deletion.

⚠CAUTION: This action is permanent.

Return to Set up onboarding

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