---
title: Checklist Templates
description: In order to start using onboarding checklists, you need to first add a Checklist Template. Templates can be set up for each location or language that you will be using within your organisation. This a
---

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# Checklist Templates

In order to start using onboarding checklists, you need to first add a Checklist Template. Templates can be set up for each location or language that you will be using within your organisation.

This article explains how to add a Checklist Template and contains the following sections:

1. [Adding a Checklist Template](https://knowledge-base.cezannehr.com/15000017539#AddingaChecklistTemplate)
2. [Adding a Checklist Task](https://knowledge-base.cezannehr.com/15000017539#AddingaChecklistTask)
3. [Editing a Checklist Task](https://knowledge-base.cezannehr.com/15000017539#EditingaChecklistTask)
4. [Starting a Checklist](https://knowledge-base.cezannehr.com/15000017539#StartingaChecklist)

### 1. Adding a Checklist Template

Navigate to: **Onboarding** \>\> **Checklist Templates** \>\> **Add New Checklist Template**

 1\. Enter a **Name** for the template.

2\. (Optional) Enter **Comments**.

3\. Select **OK**.

![](https://knowledge-base.cezannehr.com/hubfs/Knowledge%20Base%20Import/b6520de5-b42b-4ed4-a49d-05cabe5f00c3.png)

**Note:**

- If you are creating a Checklist Template which is similar to an existing Template, you can use the Duplicate button on the existing template to save time creating a new template.

### 2. Adding a Checklist Task

Navigate to: **Onboarding** \>\> **Checklist Templates** \>\> **Checklist Template Details**

 1\. Select **Add Task**.

![](https://knowledge-base.cezannehr.com/hubfs/Knowledge%20Base%20Import/8c0cbed3-eaba-4e58-acb1-e34593b445d7.png)

2\. Enter the **Description** of the task.

3\. Select the **Category** that you want the task to display in.

4\. Select who the task will be assigned to.

5\. Select the **Deadline Date** type. (The 'Target Date' is set when creating a Checklist based on this template).

6\. Enter the number of days to base the deadline on.

7\. Select the **Activated Date** type.

8\. Enter the number of days to base the activation on.

9\. (Optional) Include some **Instructions** to help a user complete the task and enter **Comments**.

10\. Select **Save and Close**.![](https://knowledge-base.cezannehr.com/hs-fs/hubfs/image-png-Jan-31-2025-12-37-02-7780-PM.png?width=572&height=749&name=image-png-Jan-31-2025-12-37-02-7780-PM.png)

### 3. Editing a Checklist Task

Navigate to: **Onboarding** \>\> **Checklist Templates** \>\> **Checklist Template Details**

 1\. Click on the task you want to edit.![](https://knowledge-base.cezannehr.com/hs-fs/hubfs/C-T%20Task-png.png?width=688&height=120&name=C-T%20Task-png.png)

2\. Make the required changes. (For more information on the options, see: Adding a Checklist Task section above).

3\. Select **Save and Close**.![](https://knowledge-base.cezannehr.com/hs-fs/hubfs/image-png-Jan-31-2025-12-42-25-8780-PM.png?width=571&height=736&name=image-png-Jan-31-2025-12-42-25-8780-PM.png)

### 4. Starting a Checklist

To send tasks to the selected users, a Checklist needs to be set up and started. For more information, see: [Checklists](https://knowledge-base.cezannehr.com/15000008498?hsLang=en).

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