Client Onboarding Checklist
A clean, straightforward onboarding checklist created in Microsoft Lists and embedded on SharePoint pages so users can complete tasks directly where they work.
Overview
- Built using SharePoint Lists with a Yes/No column for quick task updates
- Embedded directly on SharePoint pages for seamless interaction
- Uses collapsible sections to keep content organized and scannable
- Allows users to check off items without opening the list view
- Designed for clarity, simplicity, and ease of use
- Flexible structure that works for any client onboarding process
Benefits
- Keeps onboarding steps visible and actionable in one place
- Saves time by reducing navigation between pages and lists
- Improves completion rates with simple, intuitive checkboxes
- Scales easily for multiple clients or teams
- No custom development required – fully native solution
- Enhances the overall user experience with a clean, focused layout
Client Onboarding Checklist Page
Completing the Client Onboarding Checklist
Completing the Client Onboarding Checklist
Completing the Client Onboarding Checklist Sections