How to onboard teams via

How to onboard teams via

When new employees come into companies there is usually an onboarding process. Here at, I had an 8 week onboarding process. Luckily, I had a board with 8 groups. Each group represented a week, and pulses the tasks assigned for that week. My manager could easily see what I had completed and it also motivated me to do each task and complete it successfully. This is a great way to onboard your team!


Hey community :slight_smile:

Wanted to share a great board we created that will help you to onboard your team to the platform and will take them from 0 to 100 in a few days.

We divided the board to an “introduction” group “basic features”, “communication” and “how to become a pro”

Check it out here on stories and feel free to download it to your account - board link


We have one of these too!

We found that having a video that walks people through getting started with our own lingo, helped with integration. We screen recorded our first team integration session and put that at the top. The videos are very helpful but our team felt lost when comparing them to how our company set things up. So this was a good onboarding solution and then they can use the board to follow along. Was easy to do too.


Really cool @MelissaFox do you have any suggestions on how we could better help with that? We’re thinking a lot about how we can use customized content to help everyone teach each other the tool as naturally as possible!

Love this. We also created an onboarding board. Any new user gets run through this board before being invited to participate in other boards. In addition to explaining MDC functionality, we add our own workflow philosophies – and a bit of humor :slight_smile:

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We used this board for our own team’s onboarding. The best part about it is we added a “Beyond” Group with links to some of the more recent webinars with information on automations, dashboards, etc. It was great not having to reinvent the wheel!:raised_hands:

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Would love to see a screenshot of that group and the updates you posted if you wouldn’t mind sharing @Krishele!

Here’s a screenshot of the extra group we added. Also, we added a pulse to the top asking people to read the description. This is important because our teams have agreed that all boards would have clear, concise and direct rules/guidelines in the description.


We’re planning an updated webinar on this subject in June (June 12th to be exact) for anyone interested. You can sign up here:

Hi! Any more recent movement on a template for onboarding users to

This is the latest version of this template:

Let me know if that helps?