Map Management

Managing all of your launch plans have never been easier... down to the individual task.

Individual Maps:

A specific Map can be managed by navigating to Maps > clicking on the specific Map you want to manage. 

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Once inside your Map, there are a number of actions you can take:

  • Completing a task: to complete a task simply click the radio button next to the task. 
  • Setting a due date: to set a due date, click the "Set due date"  field and select the appropriate date from the calendar. 
  • Inviting someone: to invite an Onboardee to a Map, go to the top right of the page and click "Invite someone", then toggle to your customer's tab, and type their email. 
  • Assigning someone: to assign an Onboardee to a task, click the "Click to assign someone" field. 
    Note: that person will first need to be invited. Follow the steps in the bullet above to invite someone.
  • Edit a task: to edit a task first expand the task by clicking on the task, then click the three dots in the upper right of the task panel, and select "Edit task". 
  • Rearranging Tasks: to arrange your tasks in a different order, simply drag and drop the tasks by clicking and holding the dots to the left of the task you would like to move. 
  • Creating a one-off task: to create a one time use task, scroll to the bottom of the page and click "Create one-off task". 
  • Updating the  status of a Map: each Map has a status, here is an explanation of each status:
    • New: No action has been taken. 
    • In Progress: At least one task has been completed.
    • Launched: All tasks have been completed. 
    • Stalled: One or more tasks have passed their due date.


All of your Maps:

All of your Maps can be managed by navigating to the Maps tab. 

Once on the Maps tab, you'll see all of the Maps that you've created. 

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From the Maps tab there are several actions you can take:

  • Update a Map status: click on the status to update it. 
  • Update the Launch date: click on the launch date to open the calendar to update.
  • Edit Map name: to edit the Map name, click the dots on the right side, then select "Edit Map".
  • Manage people: to manage the people that have access to the Map, click the dots on the right side, then select "Manage people".
  • Archive Map: to archive a Map that is no longer needed, click the dots on the right side, then select "Archive Map".