Yes, the admin can customize the task templates in the checklist. You can edit, delete and duplicate the task templates which are configured under a checklist.
Task templates are a list of to-dos before the event takes place.
To customize a task template, the admin must perform the following actions:
From the greytHR Admin portal, navigate to the System Settings > Checklist > Checklist Dashboard.
Select the checklist and click Task Templates for card. The card expands.
Note: You can also search for the checklist from the Search box.
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Related Links:
- To watch videos on Onboarding Task and Checklist, click here.
- To watch videos on Offboarding Task and Checklist, click here.
FAQs: To read more FAQs about Tasks, click here.
Documentation: To learn more about the Checklist Dashboard page, click here.
Product Update: To read about the product update, click here.
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