Assign onboarding checklists to new team members with ToDoBot

What’s it handy for?

Make sure everyone knows what to do from the start by assigning a clear set of tasks to them right when they join.

A few uses for this workflow:

  • HRs: welcoming new employees
  • Managers: on-boarding new people to projects
  • Customer Success: on-boarding new customers in shared channels

When a new member joins a channel, a set of predefined tasks get assigned to them via ToDoBot. A person can then view them in ToDoBot’s Home Tab, set reminders, share and check when completed.

To get started:

  1. Install the ToDoBot Slack app
  2. Download the example
  3. Navigate to Workflow Builder and select “Import”
  4. Once imported, edit the workflow to make sense for your team
  5. Publish and let everyone know about your masterpiece

See it in action: 

  1. Install the ToDoBot Slack app.
  2. Creating and publishing the workflow takes only a few minutes. Import the downloadable template, select a channel for the workflow and customize the welcome message.
  3. Modify existing to-do items or create new ones.

  4. Publish and test it by leaving the channel and joining again.
  5. Look for new tasks in the ToDoBot’s Home Tab.

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