Introducing a personalized Onboarding Checklist experience that helps users complete key setup and engagement activities within the platform.
The checklist dynamically displays tasks based on:
User role/persona - Admin Checklist and User Checklist
Enabled product features/modules
Users can track progress by marking tasks as completed and revisiting tasks when needed.
Role-Based Visibility
Admins
Admins can view:
Admin checklist items
User checklist items
This allows admins to experience both the configuration and end-user onboarding flows.
Standard Users
Standard users only see:
User checklist items
Dynamic Feature-Based Visibility
Feature-Aware Checklist Items
Checklist items only appear if the related feature or module is enabled for the account.
If a feature is disabled:
Associated checklist items remain hidden
Users do not see irrelevant onboarding steps
Example
If the Surveys module is disabled:
“Create a Survey”
“Review Survey Templates”
will not appear in the checklist.
Accessing Onboarding Checklist
Click on the Checklist icon on top right corner, beside logged in user's name
Count represents the tasks pending
Click through each task to access the related help article
Click on the circle against each task to check it and mark it as complete or uncheck to undo them
Admin Checklist
Organization Setup
Admins may see:
Update Import Settings
Create Useful Links
Create Permission Groups
Whitelist Email Domain
Enable Tile
Configure Digest Emails
Configure Profile Visibility
Add Company Skills and Levels
Recognition & Rewards
Admins may see:
Configure Anniversary Point Tiers
Configure Birthday Point Amounts
Configure High Fives Per Person
Create Custom Badges
Assign Points to Badges
Create Custom Catalog Items
Whitelist Reward Domains
Performance Management
Admins may see:
Create Career Tracks
Create Performance Review Questions
Create Performance Review Templates
Create One-on-One Templates
Surveys
Admins may see:
Create a Survey
Review Survey Templates
Forms
Admins may see:
Create a Form
Access Management
Admins may see:
Create Device Types
Add Systems
Compensation
Admins may see:
Create Compensation Bands
User Checklist
Users may see:
Give a High Five
Add Birthday
Schedule a One-on-One
Create Goals
Add Profile Photo
Add User Summary