finish the onboarding checklist
Finish the assigned checklist
The onboarding gate is the assigned template that keeps My Onboarding in the sidebar until the checklist is finished. Knockdesk is field sales software that assigns a template to a Field Sales Rep or a Sales Manager. Status is Not started, In progress, Completed, or Manually Completed. The product does not block a knock from this page. What it does confirm is the sidebar item, sequential locks, approval holds, and contest eligibility.
Book a Walkthrough- 1Open People, then Tools, then Onboarding. An admin sees Setup. New Template opens the builder. Target role is Field Sales Rep or Sales Manager.
- 2On Template Policies you can turn on Sequential Completion, Allow Skipping Optional Tasks, Auto-assign to New Users, and Require Admin Approval. Sequential Completion means later required tasks stay locked until earlier required work is done or submitted.
- 3Assign the template from User Onboarding, or from a person on People. Pick a template. Onboarding assigned starts the checklist. Auto-assign to New Users gives that template to new users of the target role.
- 4The rep or manager opens My Onboarding. Tasks can be a short answer, long answer, checklist, true or false, link, file upload, form, or fillable document. A locked task waits on the required work before it.
- 5If Require Admin Approval is on, a submitted task sits as Pending approval and cannot be edited until it is approved or rejected. Rejected work can be edited again.
- 6When every required task is Completed, or an admin marks Manually Completed, My Onboarding hides. A contest can also Require finished onboarding before a rep can join.
The gate
What finished means on this desk
Finished is Completed or Manually Completed. In progress stays visible. No onboarding assigned means My Onboarding is hidden and the empty state says there are no tasks. An admin can reset or remove an assignment from User Onboarding and give a new template. Prior data is kept as history when a new template replaces an old one.
Not started
The template is assigned. My Onboarding is in the sidebar. No required task is done yet.
In progress
Work is open. Sequential templates lock later required tasks. Pending approval holds a submitted task.
Completed
Required tasks are done, including approved work. My Onboarding hides.
Manually Completed
An admin closed the gate. My Onboarding hides the same way.
Related
Keep going from here
- Knockdesk help center
The rest of the task list on this desk.
- Onboarding and training
The lesson path beside this checklist.
- Invite your team
The seat that receives the template.
- Knockdesk pricing
Full desk is the only plan on this desk.
FAQ
Frequently asked questions
Where does a new rep finish onboarding?
My Onboarding. It stays in the sidebar until status is Completed or Manually Completed.
Does the gate block a knock?
This desk does not show a knock block on that page. What it does show is My Onboarding, sequential locks, approval holds, and Require finished onboarding on a game.
Who can assign a template?
An admin, from Onboarding setup or from a person on People. Auto-assign to New Users can also attach it on join.
What does Sequential Completion do?
Later required tasks stay locked until earlier required work is completed or submitted.
Can a contest wait on onboarding?
Yes. Require finished onboarding is an eligibility switch when you start a game.
Close the gate
Bring the template a new hire must finish.
Book a Walkthrough and we will assign the checklist, turn on Sequential Completion, and open My Onboarding. A free trial is not open.
Book a Walkthrough