Thank you for extending the Onboard functionalities to support task assignment to other employees.
I am wondering weather there are plans to integrated HR Task Management and Welcome Guide tasks? It would be extremely convenient to see assigned task it the "To-do" list on the main HR screen.
People will be assigned other tasks by their leader dirrectly in Planner or throught Teams.
By having the activities appear in Planner (and in the mobile app), they only have on task list to work from rather than multiple tasks in different places.
When I create an onboarding guide, I save it as a template for similar positions in the team. I make modifications to that guide after time and want to update the template to reflect those changes. When I save the template with the same name, it seems that a new template is created with the same name. This is confusing. I expect the existing template to be overwritten, after a warning prompt.
Someimtes, I want to reference the same resource from multiple activities. There doesn't seem to be a way to do that other than create another resource with the same contents.
Allow more than one editor of templates for collaboration for onboarding template work. Appears only the creator can edit the Template currently. Shared templates don't look like the people they are shared with can edit the original.
Its good we can have contributors for a specific guide. It would be helpful if we could do the same for the templates.
Larger organizations might find it very useful to have a full Onboard template, complete with activities, sections, meetings, etc that they could then customize.
Having the ability to set this up once for a given role, then import, and customize slightly for a different region or division.
I'm dumped at a page where I enter a title and a message. What next? I have to spend a minute looking all over the screen to figure out what kind of program this is. Since I'm familiar with many, I figure out that it has tabs and I have to fill out all the tabs before I Save. It should be more obvious. My first reaction was there's no Next button so I give up.
Why can't I start an onboarding page before the person has been entered in the company's systems? (For example, they might not be in the directory yet.)
Why can't I edit the target person? I haven't sent it yet.
Yikes. There's going to be unintended information disclosure since anyone can see all the onboarding cards.
I might leak private information in the welcome message.
The steps might divulge something person, or cause controversy. (Why do they do that but I don't?)
The only way to add new activities and lists is by dragging and dropping the box on the right sidebar.
This is inaccessible (well, most of the site is but that's a different defect). It is also inconvenient, because I have a lot of content and I have to scroll to the top of the page and drag the box down, scroll down, and drop to where I want it to.
It would be easier to have some way to add an activity while I am editing a list. Perhaps, a button to add a new activity at the bottom of the list.
When working with large guides, I get disoriented when I have many lists and activities expanded. It is not clear where a list starts and ends.
Possible solutions: more whitespace between lists, collapse other areas automatically when not working with them, more indentation for activity items vs list items.
My personal preference is to keep onboarding guides concise. The default height for text input for list and activity descriptions is more than 12 lines of text, which is much more than I ever use. This takes up a lot of vertical space and makes it difficult to navigate a guide when many sections are expanded.