How do I create a new baseline?

The baselines functionality is available to Moderator users and higher.  To create a new Baseline: 

  1. Select Admin on the header bar 
  2. Select Baselines on the left-hand menu 
  3. Select the blue “Add New” button at the top right of the Baselines page 
  4. Enter the Baseline details,  select the Job Titles to appear in the tasks and the Users who will have access to edit the Baseline 
  5. Select Save button 
  6. The new Baseline will now appear in the Baselines list – Select the Baseline name to create new tasks and/or import a baseline task list 

Baseline_Add_New_button.jpg

Baseline_New_screen.jpg

Still need help?

Our Client Success team is available 24/7/365 and happy to walk you through it.

Contact support