Skip to main content

Add an onboarding category

Create categories to help categorise your onboarding tasks

Oliver Cook avatar
Written by Oliver Cook
Updated over 3 years ago

When you create an onboarding task, you can assign it an onboarding category. If required, you can create new categories to choose from.

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

  2. Click Onboarding, then click Categories.
    ​
    ​

  3. Click Add category.

  4. Enter a name, and if required a description.

  5. Click Save.

This new category appears as an option to choose from when you create a new onboarding task. You can also edit your existing tasks and assign it to a new onboarding category you've created.

Return to Set up onboarding

Did this answer your question?