Creating Onboarding Tasks

Objective

After completing this lesson, you will be able to build and implement an Onboarding Task.

Steps for Creating an Onboarding Task

Create an Onboarding Task Step-by-Step
Step 1: Click the blue plus (+) button to create a new item
The image shows the blue plus (+) button in WalkMe Editor.
Step 2 : Select Onboarding Task
The image shows the dropdown menu with Onboarding Task highlighted.
Step 3: Name the Task and click Continue

This will appear to your end users and should be clear and actionable.

The image shows a pop-up window titled Create a new Onboarding Task with Create a Lead entered as the Onboarding Task name and the Continue button is highlighted.
Step 4: Choose the Smart Walk-Thru or Resource to associate with the Task

After you have selected the item type, select the specific item you want to associate with the Task.

The dropdown of items is dynamic and will change based upon the item type you choose.

The image shows the screenshot for configuring onboarding task behavior, including action selection and completion criteria.
Step 5: Set completion criteria

Best Practice: Select Goal Complete

To set a goal:

  • Click Goal Reached.

  • Click Set a Main Goal.

  • Fill out the Condition Builder as necessary.

  • Click Done.

Watch the video to know more. Note that the video doesn't support audio.

Step 6: Click Save and Done

To continue editing this Task, click Save and continue making changes.

The image shows a screenshot of a highlighted 'Save & Close' button.
Step 7: Add Item to the Task List

  • Click the four square application icon.

  • Select Menu Organizer.

    You will be redirected to console.walkme.com/menu

  • Select the Task Tab to the right to see your Onboarding Task options.

  • Drag the relevant Onboarding Task to the Task tab.

  • Click Save.

Watch the video to know more. Note that the video doesn't support audio.

Now that we have learned about Onboarding Tasks and how they can be used in your WalkMe build, let's create one together.

Exercise: Create an Onboarding Task

Below is a simulation that will guide you through how to build Onboarding Tasks for this scenario. The simulation will replicate what you will experience when you build in your own Editor.

ExerciseStart Exercise

Summary

Onboarding Tasks

  • Onboarding Tasks are a series of WalkMe activities compiled into a gamified checklist and progress bar.

  • Onboarding Tasks are used to heighten user engagement, speed training and increase information retention.

  • An Onboarding Task list is built in the WalkMe Editor using new or existing Smart Walk-Thrus and Resources.

Related Resources

To get an overview of Onboarding Tasks, visit https://support.walkme.com/knowledge-base/onboarding/

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