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Hello and welcome to this IT-specific onboarding and offboarding tasks checklists for new users doc! Excited to have you here!

❓Why this doc?! I wanted to create a simple and delightful user experience for IT professionals tracking employees’ IT-related onboarding and offboarding tasks.

Where to start?

Try adding a few new users in the

IT Onboarding & Offboarding page⁠

using the “Add User” button. Then check off some tasks and see where life in this doc takes you!

After adding a few users and checking off some tasks, check out the

Tasks View⁠

and

Details View⁠

pages for a different views of users and tasks. Folks have different preferences for interacting with tasks, and these views were created to accommodate those preferences.

Explore the

db_TasksChecklist⁠

table to see how profiles are implemented.

Check out the doc automation that checks if there are any incomplete tasks on a weekly basis and sends an alert email if there are any incomplete tasks.

Copy this doc and delete/rename/change to your heart's desire!

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Copy doc

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Clear Sample Data

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Re-add Sample Data

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Demo (Adding a person and marking a task as complete):

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Sorting - People sorting in the

main table⁠

is set up to keep accounts that have recently been worked on at the top of the table. The _LatestDate column in the

db_People⁠

table is used to achieve desired sorting.

Using Profiles for Task Checklists - New profiles can be added in the

db_Profiles⁠

table and then assigned in the

db_TasksChecklist⁠

table. Using employee profiles, such as “Receptionist”, to add tasks based on what department the user will be working in, is optional. By default, the “All tasks” profile is prepopulated when setting up a new user.

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