Onboarding Flows

Overview

Onboarding's only job is time to first value — get the user to the "aha" moment with the least friction. Two workhorse patterns: a stepper wizard for required setup, and a checklist for optional-but-guided tasks. Always allow skip/resume; never trap users behind a wall of forms.

When to use

• First-run setup after signup (workspace, profile, invite team).
• A guided checklist on an otherwise empty dashboard.
• Any multi-step task that benefits from chunking.

Stepper wizard

Keep step state explicit and show progress so users know how much is left: