Skip to main content

Offboarding task categories

Manage your offboarding tasks more easily by categorising them.

Oliver Cook avatar
Written by Oliver Cook
Updated over 2 weeks ago

Categories allow you to manage your offboarding tasks, and you can select them when you create or edit an offboarding task. If required, you can create new categories to choose from.

To access the offboarding categories:

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

  2. Click Offboarding, then click Categories.

Create an offboarding category

  1. Click Add category.

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

  3. Click Save.

Edit an offboarding category

  1. Click the pencil icon on an existing ofboarding 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 Offboarding

Did this answer your question?