Customizing a position's steps
Open a position checklist and every step is editable in place, whether it came from the base or not. Editing an inherited step doesn't touch the base — it makes this position's own copy.
Change an inherited step
Hover the step and click Edit. The dialog warns you that the change applies to this position only. Rewrite the title, move it to a different phase, shift the due offset, or point it at a different person. It now reads customized.
Undo a customization
Click Reset on a customized step to throw away the fork and go back to the base version — including any base edits made while it was forked.
Skip a step this position doesn't need
Click ✕ on an inherited step. It disappears from this position only; the base keeps it and other positions still get it. Reset brings it back.
Add position-only steps
+ Add task writes a step that belongs to this checklist alone — "issue instrument locker key", "order an audio interface".
Start from a similar position
Duplicate copies a checklist, customizations and all, under a new name. Handy when two positions differ by a step or two.
Rename it later
Job titles change. Rename retitles a checklist in place, keeping its steps, its customizations, and the positions that inherit from it. Checklists already running keep the title they started under, so a finished onboarding still says what the job was called at the time.
| Field | What to enter |
|---|---|
| Task | What has to happen, written as an instruction — "Create Google account", "Collect classroom keys". |
| Phase | Which stage it belongs to. Drives the grouping and the default ordering. |
| Due | Days from the start date. 0 is the start date itself, −5 is five days before, 14 is two weeks after. |
| Assignee | The team member responsible. They get an email when the checklist starts, and a nudge when the task goes overdue. Leave it unassigned to decide per hire. |
| Can't start until… | Holds this step locked until every step above it is done. See Putting steps in order. |
| Notes | Anything the assignee needs — the OU to place them in, which cart the loaner comes from. |