Core HR, Microsoft Dynamics 365 for Talent, Onboarding, People/Employees/Manager

MB6-898 Create checklists

After you have completed the main setup and the setup for the onboarding/offboarding/transitions you can create your checklists.

The checklist needs a name, an owner, a description, a calendar and a process type. Then you can start adding tasks and grouping them

The setup for checklists
The setup for checklists

The checklists needs to be created (if you didn’t do that in the setup. You need to give it a name and connect it to a calendar.

Create checklist
Create checklist

You create your checklists by adding the tasks to the checklists.

Checklists with tasks
Checklists with tasks

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