Managing Onboarding Sections and Items

This guide provides step-by-step instructions for managing sections and items within onboarding templates in the OneClickWorker platform.

Understanding Sections and Items

• Sections: Groups of related items that help organize the onboarding template
• Items: Individual tasks, questions, or information that users need to complete or acknowledge

Managing Sections

Adding a New Section

1. Navigate to the template edit page by clicking on a template from the Onboarding Templates list
2. Scroll to the "Sections" area at the bottom of the template details
3. Enter a section title in the "Add New Section" field
4. Click the "Add Section" button
5. The new section will appear in the sections list

Editing a Section

1. Find the section you want to edit in the sections list
2. Click the "Edit" button (pencil icon) next to the section
3. Update the section title and description as needed
4. Click "Save Changes" to apply your edits

Reordering Sections

1. Use the up and down arrow buttons next to each section to change its position
2. Sections will be displayed to users in the order shown on this page

Deleting a Section

1. Click the "Delete" button (trash icon) next to the section you want to remove
2. Confirm the deletion when prompted
3. Note: Deleting a section will also delete all items within that section

Managing Items

Adding a New Item

1. Find the section where you want to add an item
2. Click the "Add Item" button within that section
3. Fill in the item details form with the following information:
   • Title: The name of the item (required)
   • Description: Additional information about the item (optional)
   • Item Type: Select the type of item (see below for details)
   • Required: Toggle whether this item must be completed
   • Days to Complete: Set a deadline in days from assignment (optional)
   • Configuration: Set up type-specific options (varies by item type)
4. Click "Save Item" to add it to the section

Item Types

The following item types are available:

Checklist

A simple checkbox item that users can mark as complete.

Configuration options:

• None

Text Response

Allows users to enter a text response.

Configuration options:

• Minimum Length: The minimum number of characters required
• Maximum Length: The maximum number of characters allowed
• Placeholder: Text that appears in the input field before the user types

Multiple Choice

Presents users with a list of options to choose from.

Configuration options:

• Options: Add, edit, or remove the choices available to users
• Allow Multiple: Toggle whether users can select multiple options

File Upload

Allows users to upload a file.

Configuration options:

• Allowed File Types: Specify which file extensions are accepted
• Maximum Size: Set the maximum file size in KB
• Allow Multiple: Toggle whether users can upload multiple files

Acknowledgment

Requires users to acknowledge they have read and understood information.

Configuration options:

• Text: The statement that users are acknowledging

Editing an Item

1. Click the "Edit" button (pencil icon) next to the item you want to modify
2. Update the item details as needed
3. Click "Save Changes" to apply your edits

Reordering Items

1. Use the up and down arrow buttons next to each item to change its position
2. Items will be displayed to users in the order shown on this page

Deleting an Item

1. Click the "Delete" button (trash icon) next to the item you want to remove
2. Confirm the deletion when prompted

Best Practices

1. Group Related Items: Create sections that logically group related onboarding tasks
2. Clear Instructions: Provide clear descriptions for each item
3. Reasonable Deadlines: Set realistic timeframes for completing items
4. Required vs. Optional: Only mark items as required if they are essential
5. Progressive Disclosure: Order sections and items from basic to advanced topics