Write it once
Keep the list and share a copy with each new person.
Use cases
The first two weeks, written down once
Onboarding is the same fifteen things every time, remembered slightly differently by whoever is doing it.
My list
Today: Finalise the launch copy
Joe WMG2
Tomorrow: Research competitor UX
Julia
Today: Design logo variations
Office tasks2
Next: Client feedback review
Ron
01.09: Test the prototype
Finalise the launch copy
Sent you the draft. The second paragraph still feels long.
launch-copy-v3.pdf
Cutting it now. Will push before the call.
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They can ask on the task
"Where do I find this?" goes on the task, and the answer stays for the next person.
Everyone sees where they are
Their manager can see what is done without a check-in about it.
Nothing to administer
No workflow tool, no template gallery, no admin seat.