Onboarding Workflows

I’d love to get some input from those that use Coda for their onboarding process. I was reading this thread: Onboarding new employees and am debating between which approach work best.

  1. I could have one Doc with a lot of filters and create a new batch of tasks for every new Employee.
  2. Create an onboarding task template and create a new one for each employee. This sounds so much easier but also sounds like I’d eventually have hundreds of Docs.

Would love to hear how you all have handled this situation.


Number 1 - Without a doubt

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