Onboarding Checklists
Get every new user to their first win
Turn the first week into a clear list of tasks that leads every user to value.
Onboarding Checklists
Activation tasks users can tick off.
- Clear progressUsers always know what is done and what is next.
- Launch flowsEvery task can start the walkthrough that completes it.
- Auto completeTasks tick themselves off when the user finishes them.
- Per roleDifferent checklists for admins, members and new hires.
What you get with Onboarding Checklists
Checklists break onboarding into a few clear tasks. Each task can launch a walkthrough, and progress saves automatically.
Clear progress
Users always know what is done and what is next.
Launch flows
Every task can start the walkthrough that completes it.
Auto complete
Tasks tick themselves off when the user finishes them.
Per role
Different checklists for admins, members and new hires.
Get started in three steps
- 1
List the key tasks
- 2
Link each to a flow
- 3
Show it to new users
Explore more of Rokdot Adopt
Interactive Walkthroughs
Guide users through any task, one click at a time, right inside your product.
Learn moreTooltips and Beacons
Contextual hints and pulsing beacons that explain fields and features in place.
Learn moreSelf Help Widget
A searchable help panel with guides, docs and walkthroughs, one click away.
Learn moreTry Onboarding Checklists
in Rokdot Adopt.
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