In task management you have access to onboarding, offboarding and transitions. If you want to see the different tasks in the different areas you have to choose the right are in the dropdown below Task management. The default is onboarding.
Onboarding, offboarding and transitions setup is exactly the same. After you’ve created the tasks and checklists, you can now put the two together and have your task management setup. Now you just need to add your checklists with all your tasks to your workers.
I have worked with different CRM systems for almost 10 years, and worked as a consultant with Dynamics CRM for 4 years.
Since march 2018 I have worked with Microsoft's new HR system, Dynamics 365 for Talent, and gained unique insight in the system and various HR processes.
In august 2018 I was the second in the world to pass the MB6-898 Dynamics 365 for Talent certification.
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