Building task sets (admins)

Open Settings → Onboarding — the page is titled Employee Tasks.

1. Name the set and create it.
2. Add the individual tasks it contains.
3. Toggle a set active or inactive. Inactive sets stop being assigned without losing the work already completed against them.
4. Delete a set with the bin icon when it is genuinely finished with.

PDF Templates is reachable from the same page — that is where documents that need signing live.

Practices

• One set per real-world moment: "First day", "Food safety", "Annual refresh". Sets that mix unrelated things never get finished.
• Mark a set as blocking shift booking only if it genuinely must be done before someone works. Overusing the block leaves people unable to pick up shifts for a paperwork reason.
• Deactivate rather than delete when a policy changes. Deleting removes the record that people completed it.