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Filtering your Onboarding Center

How to use filters for your Onboarding Center

Written by Kyle Kroeger

Filtering is an excellent way to drill down into the data that you are specifically looking for. To filter your Onboarding Center, you can navigate to Checklists | Onboarding | Select Find | Add Field.

The filters we offer for the Onboarding Center can be located under the "Find" option within the Checklists area when selecting the quick-filter tile for Onboarding. Some of these filters include: Completed by, Completed Items, Completed On, Created By, Name, Next Item Due Date, Percent Complete, Regarding, Due On, Owner, Process Template, and Process Type.


What's Next?

Learn more about Onboarding below!

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