When you add a new employee in your system, this automation creates a personalized onboarding checklist in Todoist with every task they need to complete. Each task gets assigned to the right person with a due date, so nothing falls through the cracks. You stop chasing people down and new hires know exactly what to do on day one.
Create a master onboarding task template in Todoist with all required steps
Open Make and create a new scenario with a form submission or spreadsheet row as the trigger
Add a Todoist action to duplicate your template project and rename it with the new hire's name
Map the new hire's name, start date, and manager to the correct task fields
Turn on the scenario and test it with a sample new hire entry
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSave time on every new hire and cut onboarding errors by eliminating manual checklist setup.
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