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How do I edit my community's Onboarding?

To edit the Onboarding you can:

  • Edit the tasks.
  • Edit the categories.

To edit a category, click on the arrow to display the tasks included in the category.

Then you can:

  • Delete the category.
  • Edit the category to rename it or choose another icon.
  • Add tasks.
  • Move it up or down to make it consistent with the Onboarding structure you want.

 

By opening the category, you can also:

  • Delete and edit a task by clicking on the three dots.
  • Modify the order of the tasks that make up the category, since the order in which you configure them will determine the flow that the collaborators will have to follow.

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