Unit 2: Creating team-specific onboarding templates
Learn how to create team-specific versions of the onboarding template.
If you have team-specific onboarding tasks, you can create a template for these steps now, including: 1. Create another template project 2. Add the project name and description 3. Create sections and custom fields as applicable 4. Add tasks for every step that is unique to your team in your onboarding process 5. Save the project as a template once you have your team’s onboarding process captured
Answer this short question to continue to the next chapter: