> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/offboarding/configure-offboarding-task.md).

# Configure Offboarding Task

You can create offboarding task and assign that task to individual or any team. You can assign due date on joining date, before joining date or after joining date

### Add Offboarding Task <a href="#add-offboarding-task" id="add-offboarding-task"></a>

Go to **Task Config**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FSg1YZltq78lguZAhMXBP%2Fimage.png?alt=media&amp;token=83356a09-1696-4dbf-bcd7-67bfc5fd80bd" alt=""><figcaption></figcaption></figure>

Click on **+Task** button to add new task

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F5SUv9DTucM4I1VfopK8f%2Fimage.png?alt=media&amp;token=e8dcf1ad-e8c9-4ae1-80a1-bafd01db2c89" alt=""><figcaption></figcaption></figure>

Enter all details of task and click o **Save** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FqmgyyUJJh3hO2siQ8VBL%2Fimage.png?alt=media&amp;token=f5df3b82-9e75-47f0-b642-2ad16566c14b" alt=""><figcaption></figcaption></figure>

A **New task** added at the top

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F4DBKEqM0WomvvSYygP3I%2Fimage.png?alt=media&amp;token=feac962c-f546-41ad-bac0-f673c9d546d9" alt=""><figcaption></figcaption></figure>

### Edit Offboarding Task <a href="#edit-offboarding-task" id="edit-offboarding-task"></a>

You can choose to edit the offboarding task that you have created.

To edit offboarding task

Click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252F5v9LNUjsX2K2hSHQ3UP4%252F4.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=e384df93\&sv=2) for the record which you would like to edit and click the **Edit** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FpxiWNiXZc21OLz1s0RGo%2Fimage.png?alt=media&amp;token=655daf94-bc1e-48a6-bc6d-48e007bb179c" alt=""><figcaption></figcaption></figure>

Make the necessary changes and click **Save**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FXhUwKVDoodvO9lxKYumN%2Fimage.png?alt=media&amp;token=7cb69b80-aba8-4a07-93ed-d9bed9df6060" alt=""><figcaption></figcaption></figure>

### Delete Offboarding Task <a href="#delete-offboarding-task" id="delete-offboarding-task"></a>

Offboarding Task once added can be deleted if no longer necessary

To delete offboarding task

Click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FPXU9nqjH0Etscyit12j6%252F7.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=b7494138\&sv=2) for the record which you would like to delete and click the **Delete** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fh7LbJkT7hTvSK0g5weUd%2Fimage.png?alt=media&amp;token=3fd004b6-d264-429f-8445-0a3771d36c19" alt=""><figcaption></figcaption></figure>

Give your confirmation in the popup and the record will be deleted

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F4aponyRTuzWjD7QpD6NW%2Fimage.avif?alt=media&amp;token=ce392ced-f3b3-469b-aaf0-29c3c8bd513e" alt=""><figcaption></figcaption></figure>

### View Offboarding Task <a href="#view-offboarding-task" id="view-offboarding-task"></a>

You can choose to view the offboarding task that you have created.

To view offboarding task

Click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FYRtbMOajLlPP7JXkliFe%252F10.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=ecf49b6f\&sv=2) for the record which you would like to view and click the **View** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FljI1S2nRIbvUJ11RndIU%2Fimage.png?alt=media&amp;token=2a946afc-95ce-4e8b-9de1-8e4601a773cd" alt=""><figcaption></figcaption></figure>

You can see all details of offboarding task

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FYnmBOKWy6TRAwN3KPf3c%2Fimage.avif?alt=media&amp;token=58876ffb-8679-429d-908a-c525f2a11334" alt=""><figcaption></figcaption></figure>

Last updated 24 December 2025
