Onboarding Checklists · In-page

Setup Checklist Card

Setup steps that tick off when users really do them

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Setup Checklist Card template preview

How to set it up

  1. Add the template to the home page until the checklist is complete.
  2. Rename the row events (like workspace_created) to your own events so rows tick off when users do them.
  3. Target new accounts in their first 30 days, and track checklist completion and time to activation.
Collaborator on this template
Collaborator on this template
Key Features
When to use it
Home, until complete
Who it is for
New accounts, first 30 days
What to measure
Checklist completion; time to activation

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