A collaborative checklist designed for teams that are adopting your product together. It tracks individual and team-level progress, ensuring that every member completes their setup while giving admins visibility into who needs help.
Deploy this checklist when a team of 3 or more users is onboarded simultaneously, typically in B2B scenarios where an admin invites their team. Show individual checklists to each member and an aggregate view to the admin.
Each invited team member clicks the invitation link, creates their account, and joins the workspace. The admin dashboard shows who has accepted and who is still pending.
Each team member fills out their profile with a photo, name, and role. This personalizes the workspace and helps teammates identify each other.
Provide a 2-minute video that covers the product basics. Track who has watched it and mark the step as complete when the video finishes playing.
Each team member performs the key action individually — creating a task, filing a report, logging an entry — to build muscle memory and confidence.
Direct each member to join or subscribe to the team's shared project, channel, or workspace so they are connected to collective work.
Have each member post a comment or message in the shared workspace to verify their setup is complete and to break the ice with the team.
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