web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Power Platform Community / Forums / Copilot Studio / New Employee Checklist
Copilot Studio
Unanswered

New Employee Checklist

(0) ShareShare
ReportReport
Posted on by

Hi, 

I previously reached out to the Microsoft Community and was redirected to Power Platform regarding my query. I’ve created a new employee checklist to track when employees complete their orientation.

Is there a way to create or upload a second instance of the checklist for another employee, especially as new staff join? I have attached a screenshot of the Onboarding Checklist.

Any guidance on how to create and manage multiple checklists for  different new employees would be greatly appreciated. Thank you!

I have the same question (0)
  • Suggested answer
    Artur Stepniak Profile Picture
    1,539 Super User 2025 Season 2 on at
    Hello,
     
    the best way to make it efficient would be to use only one list for all employees. You could add a column with employee name or id to distinguish the tasks that they need to perform. You can also automate it further - when a new employee is added to the tenant, then you can run Power Automate flow to create all the necessary tasks.
    If you still would like to create a separate list for each employee, you can use an option "Create from existing list" during creation.
     
    In case of any other questions, let me know. If the answer helped you, mark it, so that others can benefit from it.
     
    Best regards,
     
    Artur Stepniak
    Interested in GenAI? Visit my site!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Forum hierarchy changes are complete!

In our never-ending quest to improve we are simplifying the forum hierarchy…

Ajay Kumar Gannamaneni – Community Spotlight

We are honored to recognize Ajay Kumar Gannamaneni as our Community Spotlight for December…

Leaderboard > Copilot Studio

#1
Michael E. Gernaey Profile Picture

Michael E. Gernaey 255 Super User 2025 Season 2

#2
Romain The Low-Code Bearded Bear Profile Picture

Romain The Low-Code... 205 Super User 2025 Season 2

#3
S-Venkadesh Profile Picture

S-Venkadesh 101 Moderator

Last 30 days Overall leaderboard