Onboarding checklist

An in-app onboarding checklist that ticks itself off

Give new users a short list of first tasks inside your app. Each task opens its guide, and checks itself off when the user finishes it.

SaaS teams that want more new users to finish setup and reach their first result.

Workflow

Built from real workflow context

Steperly starts with what users actually do, then turns it into a product guide: a narrated video and a click-through demo, in your app or by link.

1

Record your first tasks

Click through each setup task once. Steperly turns each one into a guide with a video and a demo.

2

Put them in a checklist

Choose the get-set-up checklist for your widget and add the guides in the order new users need them.

3

Paste one snippet

The checklist appears in your app. Tasks tick off as users finish them.

Use cases

Where it fits

Account setup
First project
Inviting a team
Connecting data
Benefits

Why teams use it

New users see exactly what to do first, inside the product
Every task comes with a guide, so nobody has to ask how
Progress shows at a glance, which keeps users going
FAQ

Frequently asked questions

What is an in-app onboarding checklist?

A short list of setup tasks shown inside your product, so new users know what to do first and can see how far they've got.

How does a task get ticked off?

When the user finishes its guide, for example by watching the video or clicking through the demo to the end, or by ticking it themselves.

How many tasks should an onboarding checklist have?

Usually three to six. Enough to reach a first real result, short enough that finishing it feels close.

Start now

Record once. Help users right inside your app.

Turn one recording into a narrated video and a click-through demo, and show them in a help widget inside your app.