{"id":9257,"date":"2016-12-18T16:53:24","date_gmt":"2016-12-18T16:53:24","guid":{"rendered":"https:\/\/www.process.st\/templates\/onboarding-checklist\/"},"modified":"2024-02-28T20:50:13","modified_gmt":"2024-02-28T20:50:13","slug":"onboarding-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/onboarding-checklist\/","title":{"rendered":"Onboarding checklist"},"content":{"rendered":"<section id=\"reactivate-account-on-pro-plan\">\n<h2> Reactivate account on Pro plan <\/h2>\n<\/section>\n<section id=\"review-settings\">\n<h2> Review settings <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/help.receptive.io\/hc\/en-us\/articles\/213601125\" target=\"_blank\" rel=\"nofollow noopener\">Settings documentation<\/a><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Turn off customer notifications until plain text emails are available\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Upload logo\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Check roadmap visibility\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"import-features\">\n<h2> Import features <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/help.receptive.io\/hc\/en-us\/articles\/208625609-Importing-a-feature-backlog-or-list\" target=\"_blank\" rel=\"nofollow noopener\">Import documentation<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Import:<\/strong><\/p>\n<ol>\n<li><strong>10-15 recent requests<\/strong>&nbsp;- We recommend seeding a few requests into your dashboard, and&nbsp;letting your customers &amp; teams <a href=\"https:\/\/help.receptive.io\/hc\/en-us\/articles\/210745609-Why-only-import-a-handful-of-features-\" rel=\"nofollow\">take care of the rest organically<\/a>.&nbsp;Update the status of these features to &quot;Awaiting feedback&quot;, and <a href=\"https:\/\/help.receptive.io\/hc\/en-us\/articles\/213448085-How-to-set-development-effort-of-a-feature-in-Receptive\" rel=\"nofollow\">set the effort level of these features<\/a> in order to generate your Effort vs Value report.<\/li>\n<li><strong>5+ Released features<\/strong> - Import any recently released features and set the status to &quot;Released&quot; to populate your release log.<\/li>\n<li><strong>All features that are already in progress<\/strong>&nbsp;- set the status to &quot;Planned&quot; or &quot;Building&quot; to move these onto your <a href=\"https:\/\/help.receptive.io\/hc\/en-us\/articles\/210512145-Product-roadmap-overview\" rel=\"nofollow\">list view roadmap<\/a>.&nbsp;<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"dev-team\">\n<h2> Dev team: <\/h2>\n<\/section>\n<section id=\"set-up-receptive-integration\">\n<h2> Set up Receptive integration <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/help.receptive.io\/hc\/en-us\/sections\/202268049-Receptive-integration\" target=\"_blank\" rel=\"nofollow noopener\">Integration docs<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"set-up-whitelabel-email\">\n<h2> Set up whitelabel email <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/help.receptive.io\/hc\/en-us\/articles\/209778409-Email-whitelabel\" target=\"_blank\" rel=\"nofollow noopener\">Whitelabel email setup<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"set-up-team-sso\">\n<h2> Set up team SSO <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/help.receptive.io\/hc\/en-us\/articles\/212809325-Integrating-with-SAML-SSO-Identity-Providers\" target=\"_blank\" rel=\"nofollow noopener\">SSO documentation<\/a><\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Reactivate account on Pro plan Review settings Settings documentation 1 Turn off customer notifications until plain text emails are available 2 Upload logo 3 Check roadmap visibility Import features Import documentation Import: 10-15 recent requests&nbsp;- We recommend seeding a few requests into your dashboard, and&nbsp;letting your customers &amp; teams take care of the rest organically.&nbsp;Update 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