The first two weeks, written down once

Onboarding covers the same steps every time, but each person who runs it remembers them a little differently.

My list Today: Finalize the launch copy

Joe Walker2 Tomorrow: Research competitor UX

Julia Today: Design logo variations

Office tasks2 Next: Client feedback review

Ron Fri: Test the prototype

Finalize the launch copy

Sent you the draft. The second paragraph still feels long.

launch-copy-v3.pdf

Shortening it now. I will send it before the call.

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Write it once

Write the checklist once, then use it for each new person.

Questions like "Where do I find this?" go in the task's chat, next to the step they are about.

Their manager can see what is done without having to ask.

There is no workflow to configure before you start.