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Onboarding Checklists
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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

Setup steps that tick off when users really do them.

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
How to set it up
Rows tick off on events (workspace_created, data_imported, teammate_invited, slack_connected): rename them to your events.

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