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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Upvoters
Status

In Review

Board

Helpdesk

Date

26 days ago

Author

Marllon Castro

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