Browse by surface4 templates

Checklists templates

Task-based setup paths for activation, account setup, resource centers, and measurable onboarding progress.

Workflow assets

Copy, targeting, and launch steps

Measurement

Analytics companion for what changed

Next action

Feedback, roadmap, support, or AI follow-up

Collection

Checklists workflow templates

These pages combine the customer-facing surface with the metric and follow-up action Userorbit can own.

OnboardingReady
First-Session Activation Checklist
Guide new signups through the shortest path to value with a welcome modal, three checklist tasks, contextual tooltips, and completion survey.
Welcome modalChecklistProduct Tours
OnboardingAdvanced
Feature Adoption Campaign
Promote an underused feature with a targeted banner, short tour, checklist task, and usage-based follow-up.
Audience ruleBannerProduct Tours
SupportIdea
Resource Center Launch
Package help articles, release notes, onboarding tours, and contact routes into an in-app resource center users can open anytime.
Help collectionChecklist linksProduct Tours
AnalyticsReady
Tour and Checklist Performance
Track tour starts, step exits, checklist completion, skipped tasks, activation lift, and later feature adoption.
Tour stepsChecklist tasksAnalytics

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