Basic onboarding / offboarding checklist

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Chris Hoyt

• September 07, 2019 14:29

A basic onboarding checklist function for admins that each space/location could customize and add items to. 

This would pop up for each new member/company (e.g. 1. get Docusign 2. get payment details 3. give in-person orientation etc.)

It wouldn't need to tie into the backend, just a basic javascript list overlay would be fine - a progress bar would be nice too.

We could rinse and repeat with offboarding when a member cancels.

If a task went unchecked for too long, it could create a notification in the admin's dashboard.

3

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  Martin Kanovski

  • September 09, 2019 10:13

  Hi Chris, this is a great idea. It is not currently on our backlog but I will bring it up to the team for discussion. Thank you for this feedback :)

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