Product Updates

Prebuilt tasks: easily build new plans and templates

Shareil Nariman

February 15, 2023

1 minute

Every company has unique, customer-specific tasks in their onboarding process. But there are also many commonly used ones like “schedule your kickoff call” or “upload your documents”.

You can now draw inspiration from a list of prebuilt, commonly used onboarding tasks, and spend less time thinking about how to craft them.

When you are editing a plan or template, Simply drag them into your plan, and put the finishing touches on to make them your own!

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