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

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