When a manager fills out a new hire intake form, this automation creates a complete onboarding project in Todoist (a task management app) with every task assigned to the right person and sorted by week. Your HR team, IT team, and manager each see only their tasks. Nothing falls through the cracks.
Build a new hire intake form in Cognito Forms with fields for name, role, start date, department, and manager.
Open Make and create a new scenario with Cognito Forms as the trigger.
Add a Todoist action to create a new project named after the new hire.
Add multiple Todoist task actions — one for each onboarding step — and assign each to the right team member using the department field from the form.
Set due dates on each task based on the start date (for example, IT setup due 3 days before start).
Turn on the scenario and submit a test form to confirm all tasks appear in Todoist.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountReduce onboarding task errors and save your HR team time on every new hire.
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