Use MindMeister (a mind-mapping tool) to build a visual onboarding process map, then connect it to Make so every branch of the map becomes a real task in Todoist when a new hire is added. Your whole team can see the process clearly, and the tasks run automatically. You only build the map once.
Build your full onboarding process as a mind map in MindMeister, with each branch representing a department or phase (HR, IT, Manager, Culture).
Export the mind map structure and use it as your master task template in Todoist — create one template project that mirrors the map.
Open Make and set a Cognito Forms new hire submission as the trigger.
Add a Make action to duplicate the Todoist template project and rename it with the new hire's name.
Use Make to assign tasks to the right team members based on the department field in the intake form.
When you update the MindMeister map, update the Todoist template to match — all future hires get the new version automatically.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountStandardize onboarding across all departments and spend less time every time you update the process.
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