Checklist
Onboarding checklists, setup steppers, progress cards and task lists.
Every step is done, in progress, to do or skipped, and each state has its own marker shape and a text label, so colour never carries it alone. Skipped steps are left out of the total, so skipping an optional step doesn't hold progress back. Use these for steps people tick off; for numeric targets, use Goals.
Onboarding
Setup steps with a progress ring. Each step expands to show what it involves, with the action on the current step and a skip button on optional ones.
Name your workspace and pick a default currency and time zone.
Sync data from Postgres, Stripe, HubSpot or 40 other sources.
Add teammates so they can view and edit dashboards.
Start from a template or a blank canvas, then add the metrics you track every week.
Get an email or Slack message when a metric crosses a threshold.
Send a weekly summary to your inbox every Monday morning.
Stepper
The stages of a multi-stage setup, side by side on wide cards and stacked on narrow ones.
- Choose sourceDonePostgreSQL 16
- ConnectDonedb.acme.internal
- Select tablesIn progress12 of 48 tables
- Schedule syncTo do
- Review and launchTo do
Progress Card
A compact card with how many steps are done and the next one, to bring people back to setup.
3 of 5 done
Task List
Tasks grouped by team, with due dates and checkboxes. Overdue and due-today tasks are flagged with an icon and text.
Product2/3 done
- Maya
- Leo
- Leo
Marketing1/3 done
- Ana
- Ana
- Sam
Support1/2 done
- Kai
- Kai