Onboarding Quick-Start Checklist
Updated 2026-04-25
First-day and first-week checklist for Onboarding users coordinating intake, requested apps, and discovery.
Use this checklist to get started as an Onboarding user in NxtLayr. It helps you manage the path from organizational intake to activation, requested app review, and discovery coordination.
First-day checklist
- Sign in and confirm you land on the onboarding home page
- Open Onboarding Dashboard
- Review snapshot cards
- Review requested standard apps
- Review onboarding tasks
- Review custom discovery needs
- Open Organization Onboarding Board
- Open Custom App Discovery Queue
- Review Notifications
- Confirm notification preferences
First-week checklist
- Assign unowned onboarding tasks
- Review and route requested apps
- Create custom discovery requests where needed
- Add comments to blocked or ambiguous items
- Upload supporting attachments where needed
- Review assignment and status changes through notifications
Best practice
Use the dashboard for execution and the board for workload coordination and ownership review.