In-App Onboarding Checklist
I would like to suggest a feature that allows us to create and display a list of steps that customers must complete during the onboarding process directly within our application.
The feature could include:
Creating and organizing onboarding steps;
Adding a title, description, and link or action to each step;
Automatically marking steps as completed or allowing customers to mark them manually;
Displaying overall progress, such as “3 of 5 steps completed”;
Defining required and optional steps;
Customizing the checklist based on the customer’s profile or subscription plan;
Tracking the onboarding progress of each user or company through an administrative dashboard;
Embedding the checklist into our application through an SDK, widget, or API.
This feature would help guide new customers, reduce questions during implementation, and increase onboarding completion rates.
- Post type
- 💡 New feature
- What part of Help Desk?
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