The base checklist and position variations

Most of what you do for a new hire is the same regardless of the job: create the account, order the laptop, add them to the phone list. Put those steps on the base checklist, and every position checklist picks them up automatically.

Create the base first

Checklists → + New checklist, name it something like "All new staff", and tick This is the base checklist. You get one base per process — one for onboarding, one for offboarding.

Then add positions

Create a checklist per position that needs something extra — "Music Teacher", "Bus Driver", "Building Secretary". Leave the base box unticked and it inherits every base step, marked inherited in the editor.

Edit the base once, everywhere updates

Add a step to the base and it appears on every position checklist immediately — including the ones you wrote months ago. That's the point of the split: shared steps have exactly one home.

Badge	What it means
inherited	Comes from the base checklist and still tracks it. Change it on the base and this position follows.
customized	An inherited step this position edited. It has forked — later base edits no longer reach it until you reset it.
added	A step that exists only on this position.

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No base checklist yet? A position checklist works fine on its own — it just carries all its own steps. You can create the base later and the positions you already wrote will start inheriting from it.