Ideas for Onboard

New Idea

Create meeting invites in onboarding activities

Status: New
by on ‎04-03-2017 01:20 PM

Hiring managers can schedule meetings from within an onboarding activity on behalf of the new hire.


For example:


  • Have your first 1:1 with your manager
  • Team lunch
  • Attend a seminar 

Edit resources

Status: New
by tahoon on ‎05-08-2017 07:24 AM

To modify a resource, I have to delete it and re-create. It's a lot of work just to modify a label.

Allow overwriting of templates

Status: New
by tahoon on ‎05-08-2017 07:49 AM

When I create an onboarding guide, I save it as a template for similar positions in the team. I make modifications to that guide after time and want to update the template to reflect those changes. When I save the template with the same name, it seems that a new template is created with the same name. This is confusing. I expect the existing template to be overwritten, after a warning prompt.


Pick from existing resources when adding a new one

Status: New
by tahoon on ‎05-08-2017 07:26 AM

Someimtes, I want to reference the same resource from multiple activities. There doesn't seem to be a way to do that other than create another resource with the same contents.

0 Kudos

Reduce default height of HTML text editor

Status: New
by tahoon on ‎05-08-2017 07:59 AM

My personal preference is to keep onboarding guides concise. The default height for text input for list and activity descriptions is more than 12 lines of text, which is much more than I ever use. This takes up a lot of vertical space and makes it difficult to navigate a guide when many sections are expanded.

0 Kudos

Link to existing Outlook meeting

Status: New
by tahoon on ‎05-08-2017 08:00 AM

And have the title, description, place, date, and people auto-populated.

0 Kudos

Better cues to distinguish a list from an activity

Status: New
by tahoon on ‎05-08-2017 07:56 AM

When working with large guides, I get disoriented when I have many lists and activities expanded. It is not clear where a list starts and ends.


Possible solutions: more whitespace between lists, collapse other areas automatically when not working with them, more indentation for activity items vs list items.


0 Kudos

Specify a time range in onboarding activity

Status: New
by tahoon on ‎05-08-2017 07:22 AM

Currently, a due date can be specified. For events, start and end times will be useful.

0 Kudos

More convenient ways to add new activities

Status: New
by tahoon on ‎05-08-2017 07:38 AM

The only way to add new activities and lists is by dragging and dropping the box on the right sidebar.


This is inaccessible (well, most of the site is but that's a different defect). It is also inconvenient, because I have a lot of content and I have to scroll to the top of the page and drag the box down, scroll down, and drop to where I want it to.


It would be easier to have some way to add an activity while I am editing a list. Perhaps, a button to add a new activity at the bottom of the list.

0 Kudos

Extend onboarding with third-party plug-ins

Status: New
by on ‎04-03-2017 01:32 PM

What if you could use other apps or services as onboarding plug-ins? For example, sign an agreement or NDA using DocuSign.


What would you use?