Alert!
-Requires Configuration permission or System Admin Permission



Click "Add Project" OR you can use one of the default placeholders already displaying.

Enter the name of task in summary section

Set a Task to be dependent on the completion of another task

Tip!

Only one agent onboarding project can automatically trigger upon the entry of a new agent.  If you have multiple variations of agent onboarding projects, best to not set one to auto trigger and select from agent tasks which one to use

Select the project to set for auto trigger

Click your logo to link back to main interface

Click here on the  agent you want to trigger the test project

at the end of the URL =>  Add [ /agent-onboarding ] and press enter.  You can the click back on your browser


Create an Agent Onboarding Task Project

Create Task Project

Add Tasks to Project

Delete a Task from Project

Set a Task to be dependent on the completion of another task

Set which Project to Auto Trigger

Test Task Project