With To-do templates, your new users will know exactly what to do from their very first login to Teamtailor, with tasks presented on their dashboard. These to-dos can be customized based on their assigned roles in the account, ensuring that the right tasks are displayed and tailored to them.
Create a To-do template
Head over to Settings → Templates → To-dos to create and edit the to-dos for your new starters.
Let’s create a template to onboard the new users added with the role of Hiring Manager. Start by clicking the plus at the top right and start adding the template details. A user with the access level Company Admin might need to be onboarded in a different way than your Hiring Managers, and this is why you can choose which to-dos certain user roles should have.
Add the to-dos for the new user, and include the description needed. Keep in mind that you can hyperlink words if you want to refer to specific pages. Finally, add the due date of the task, letting your colleagues know when they are expected to complete this task. The due date added will be relative to the time when the new user logs in for the first time.
Once you are finished with the setup, click Save template.
💡 In the example above, the to-dos will be displayed for all users added with the role of Hiring Manager from this point onwards.
How will it look for your users?
After you’ve created the to-do template, it will be used for all users added with that specific access level from now on. It will be displayed in the My to-dos widget as illustrated in the screenshot below:
💡 Ensure that the widget called My to-dos is visible for all your users, in the Dashboard settings. Not quite sure how to do this? Read here.