Onboarding Journeys checklist how can a task can be added after the checklist is created ? — Cloud Customer Connect
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Onboarding Journeys checklist how can a task can be added after the checklist is created ?

edited Jun 10, 2023 10:49AM in Journeys 4 comments

Hello ,

In journeys - for the onboarding process - we have a checklist based on an HIRE event.

One of the tasks is only for new managers with direct reports - with eligibility condition.

The issue - many times during the hire the new manager is created without direct reports. And the direct reports are assigned to him between one day to a month or more. So when the onboarding task is created for the new manager when submarine the hire - this task isn’t assigned.

1. is it possible to have a separate onboarding checklist that once the direct reports are added - the task will be add To THE existing checklist of the new hire?

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