"Onboarding Flow" ClickUp Template

"Onboarding Flow" ClickUp Card Template

Use our "Onboarding Flow" ClickUp card template to help your teams build better, faster.

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Finding the Right Template For Your Team

Selecting the right ClickUp card template is important in building your product and project management workflow. Some teams prefer simple, sparse cards that get to the point, while others prefer complex, documentation-rich cards. Each team is different, and your template should evolve as your team's needs change. With that in mind, we've assembled a library of ClickUp card templates to help your team find what works. Our "Onboarding Flow" template, which you can find below, is a great starting point.

What Does "Right" Look Like?

The right ClickUp card template will match your team's stage, maturity, and purpose. Early in the product development process, your team is likely small and working on proof of concepts, where flexibility and quick pivots are key to success. Your team will likely want the lightest-weight card template possible at this stage, enabling quick iteration without the burden of unnecessary documentation. Your card template will evolve with your team, and as your team grows, so will your processes. Even with team growth, it's important to document as little as possible to maintain agility. The phrase "as little as possible" is intentionally chosen. If you under-document, you will lack a history of your team's work, the decisions you made, and their "why." You don't want to over-document, either. A good barometer for this is to ask yourself, "Is someone going to read what I'm writing?" If the answer is "yes," you're probably on the right track. If the answer is "no" or "not really," you're probably over-documenting. Striking the right balance is key to maintaining your velocity, and selecting the right ClickUp card template can help you stay on the right track.

1

Stage-Appropriate

Ensure your template strikes the right balance between over- and under-documenting.

2

Flexible

Maintain flexibility as your team grows by optimizing for the least documentation possible.

Template

Our "Onboarding Flow" Template

You can copy and paste this ClickUp card template into ClickUp to create your own, or use Magical.pm to generate it with AI.

Onboarding Flow

[Provide a clear and concise description of how new users are introduced to the platform, including key steps, screens, or interactions involved.]

Issues

[List any existing problems or pain points in the onboarding process, such as usability concerns, drop-off points, or confusing steps.]

Proposed Enhancements

[Describe the improvements needed to optimize the onboarding experience, such as UI/UX changes, additional guidance, or automation enhancements.]

To-Do:

• [Identify and outline the first actionable task for improving the onboarding flow.]
• [Specify the second actionable task needed for development or testing.]
• [...continue listing all relevant tasks...]

Acceptance Criteria:

• [Clearly define the first success condition or expected outcome of the onboarding enhancements.]
• [Specify the second success condition or expected outcome.]
• [...continue listing all acceptance criteria...]

Good PMs use templates. Great PMs use templates in Magical.pm.Generate "Onboarding Flow" cards with Magical.pm, the AI product management co-pilot.

Example

"Onboarding Flow" Template Example

Here's an example of our ClickUp card template in action.

Onboarding Flow

New users of the Willy Wonka Golden Ticket Portal must complete a three-step onboarding process:

Account Creation – Users enter their ticket code and personal details.
Factory Orientation – Interactive guide explaining tour rules & safety warnings.
Personalized Chocolate Preferences – Users select favorite flavors for customized treats.

Issues

• High drop-off rate during the Orientation step—users find it too long.
• Confusing UI on the flavor selection screen—buttons overlap on smaller devices.
• Lack of progress indicators—users unsure how many steps remain.

Proposed Enhancements

• Streamline Orientation—reduce content into a concise, interactive slideshow.
• Fix flavor selection UI—improve layout for mobile responsiveness.
• Add progress bar to show completion percentage.
• Enable social login for faster account creation.

To-Do:

• Redesign Orientation step into a shorter, interactive format.
• Fix mobile layout issues in flavor selection UI.
• Implement step progress indicator across onboarding screens.
• Add support for Google & Apple social logins.
• Conduct A/B testing to measure drop-off reduction.

Acceptance Criteria:

• Onboarding completion rate increases by ≥15%.
• Orientation step duration is ≤ 60 seconds on average.
• UI issues in flavor selection are resolved across devices.
• Users can complete onboarding with social login in ≤ 30 seconds.

Generating ClickUp Cards with Magical.pm

While you can use this template manually in ClickUp, it's also compatible with Magical.pm, our AI card generator. Using Magical.pm, you can instantly turn natural language like "unsink the Titanic" (feeling brave?) into perfectly formatted ClickUp cards. Magical.pm works hand-in-hand with ClickUp. When you generate a card with Magical.pm, it is formatted in markdown, meaning it will perfectly copy into ClickUp, retaining everything from code blocks to headings. Internally, we copy cards from Magical.pm to ClickUp daily, making our workflows significantly faster. This workflow strikes a healthy balance: everything we love about human-generated requirements – the details and context – without the cognitive load and time overhead of perfect formatting, grammar, and writing.

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