Onboarding Web app

Get newbies their first useful thing on the web.

6 checks · 2 content groups

Checklist contents

Review progress

Information and structure

Compare information and presentation in context of use.

State the results of the setupBriefly introduce the goal and what users can do after these steps.Try completing the setup using the keyboard and return after exiting halfway. Only request initial service information; keep progress and indicate the next useful thing.Example After naming the space, immediately open an editable sample project; The step of inviting teammates has the option "Do later".Let's follow the stepsShows current step, remaining step and allows undoing without data loss.Distinguish required steps from skippable steps; complete indicator when the task has actually been saved.Collect just enough informationOnly request the data you need to get started and leave the options you don't need for later.Ask for information at the right time. Choosing an avatar or inviting teammates can usually be left until the first action.

Actions and status

Try the operation, change the status and continue working.

Introduce in the right contextUse examples that are close to the action you are doing; for skipping optional instructions.For example, data should be used that is close to the user's work; mark sample data so they don't mistake it for real data.Lead to something specificProvide an easy-to-complete step that helps users see the value of the product for themselves.Leads to a visible result, such as creating the first project; Don't end the tutorial on a blank installation screen.The end has a destinationConfirm the setup is complete and enter the section that matches the selection just made.When closing the tutorial, try to reopen unfinished sections; The next login should not force the user to redo the completed step.

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GUIDANCE

How to review

Check your way to the first result

Try completing the setup using the keyboard and return after exiting halfway. Only request initial service information; keep progress and indicate the next useful thing.

EXAMPLES

Usage examples

Create your first workspace

After naming the space, immediately open an editable sample project; The step of inviting teammates has the option "Do later".