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Template checklist

Amber Johnsen October 9, 2024

Hello, I previously used Clickup for my HR internal onboarding checklist. I could create templates for each new employee and it auto populated the tasks that had to be created for them. How can I accomplish that in trello? It's 35 tasks per new employee and I don't like the idea of 35 "cards" for each person. It will get cluttered quickly. TIA

1 answer

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Gaurav Kataria
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
October 9, 2024

You could create a separate board for every new employee. There is a template board for it here https://trello.com/use-cases/onboarding

Amber Johnsen October 10, 2024

Is that scalable? IE - I'm about to onboard 10 people in the next month. We generally hire teams of people at the same time. 

Amber Johnsen October 10, 2024

Also, if I make a board template, do I have to update the due dates every time? Or can it be set up like one week from board created date?

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