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Operations > Master Task List, Checklists

Creating an Onboarding Checklist

Modified on: Fri, 10 Jun , 2022 | 02:44 PM

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This functionality is only available for franchisors.

Please note: before you create an onboarding checklist you must already have master tasks in FranchiseSoft.

1. Navigate to Operations on the left-hand menu.
2. Select Onboarding Checklist.
3. On this screen select add new from the upper right-hand corner.
4. This screen has two tabs “checklist details” and “prior task and reminder”.
5. On the checklist details tab enter a task list title.
   
   
   
   
6. Then choose who this checklist is for either a corporate user or franchisee.
7. Then you will be able to select your first task from your master task list to be added to this onboarding checklist.
8. Once you have selected a task from the dropdown menu on the left you will we required to add a sequence number to this task. Please note that each task must have a unique sequence number.
9. Next you will choose an assignee for this task.
10. Choose a due date for this task. If you enter two in the due date box this task will be do two days after the task list is assigned.
11. If you have chosen a corporate user as the assignee, you will then choose who to assign this task to from the list of corporate users in the right-hand column.
12. You can continue to add additional tasks by clicking on the green add more button on the bottom left-hand corner.
13. Once you have added all tasks to this checklist click save and next to go to the “prior task and reminder” tab.
    
    
    
    
14. On this screen you will see each task listed. If you expand out one of the tasks you will see the option to add a before reminder and/or and after reminder.
15. To add a before reminder or an after reminder for any task, click the green + to the right of the task.
16. If you would like to use the same before and after reminders for all tasks on this checklist, click the green apply to all button.
17. When you are finished adding all of you are before and after reminders click the save and close button in the bottom left corner.

If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 

 

If you would like a DEMO of the software, kindly visit https://franchisesoft.com and request a Demo.