Onboarding project templates
Task templates that run onboarding for each segment and stage.
Onboarding templates hold the tasks for each segment and stage. When a company enters an onboarding stage, the template's tasks are assigned to its CSM or onboarding manager. When every required task in a stage is complete, the company moves to the next stage automatically.
- Go to Settings > Templates.
- On the Onboarding Project Templates tab, select Add Template.
- Choose the segment and the stages the template covers.
- Add tasks and mark which ones are required.
- Save and set the template to Active.
Assign a template to a company
Open the company and go to the Project tab. CSNook recommends templates based on the company's segments. Select Assign Template.
Good to know
Inactive templates are kept but not applied to new companies.
Was this article helpful?