Checklists
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      1. Help Center
      2. Onboarding
      3. Checklists

      Adding forms to a checklist

      If you have a new form that you want a future employee who is assigned a certain checklist to complete, you can add that form to a checklist. There are two times you can add a form to a checklist.

      Add a form to a checklist when creating the form

      When you create a new form, at the bottom of the page you can select which checklist (if any) you’d like to add the form to.

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      Add a form to a checklist by editing the checklist

      On the Onboarding side of the system, navigate to your Settings page (Account > Settings). In the Checklist section, click on the Edit link next to the Checklist.

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      Scroll to the bottom of the checklist and click the Add New Step button.

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      Select the form you wish to add from the drop-down menu that appears for the new checklist step. When you add a form, you can add a deadline by completing the Complete By Days field. Add as many steps as you want by clicking the Add New Step button.

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      Click Update Checklist when you're done.