Client work · List
Client onboarding
Agreement, access, kick-off and the first month for an agency
- Agreement
- Access and setup
- Kick-off
- First month
14 tasks · 4 sections
Templates · Team
A first month that feels planned.
An onboarding checklist from the computer order to the 30-day check-in, for the manager and the buddy.
CSV · 13 tasks · 4 sections · English
What it is for
A good start is mostly small things done on time: a computer that works on day one, someone to have lunch with, a clear talk about expectations. This template spreads them over the first month so nothing waits until someone asks.
Good for
- Managers hiring for the first time
- Small companies without an HR team
- Teams that want every new hire to get the same start
Preview
What is in the file
Before day one, First day, First week and First month. The list view works as the checklist; the board shows how far along the onboarding is.
New hire onboarding · List
Before day one
- Order a computer and set up accounts, P1
- Invite them to the workspace and the team's projects, P2
- Pick a buddy for the first weeks, P2
- Send a welcome email: time, place, who to ask for, P1
First day
- Welcome and coffee with the team, P2
- Walk through tools, security and where things are, P1
- Lunch with the buddy, P3
First week
- One-to-one: expectations for the first 90 days, P1
- Meet the key people in other teams, P2
- A first small task, finished, P2
First month
- Read the handbook and note questions, P3
- Check-in after 30 days, P1
- Ask for feedback on the onboarding, P3
Download CSV
CSV · 13 tasks · 4 sections · English
Import
Into thisflow in three steps
- 01
Download the CSV
Download the file on this page. Open it in a spreadsheet first if you want to rename tasks or add your own.
- 02
Open Settings → Data → Import
In thisflow, open Settings and choose Import under Data. Choose a file, or drop the CSV on the page.
- 03
Check and import
thisflow shows the new project, its sections and tasks before anything changes. Choose Import 13 tasks.
Tips
Make it your own
Copy it for every hire
Keep the imported project as your master and copy it with Start from → Copy a project for each new colleague.
Assign the buddy's tasks
Assign lunch and the walk-through to the buddy, so it is clear what is theirs.
Set a reminder for the check-in
Give the 30-day check-in a date and a reminder so it is not forgotten.
Use it again
Next time, choose New project → Start from → Copy a project. Sections and open tasks come along, and Start today moves the dates.
Related templates
- Team · List
Event planning
Venue, invitations, the last week, the day itself and the follow-up
- Early on
- Invitations and programme
- The last week
- On the day
- Afterwards
16 tasks · 5 sections
- Personal · List
Weekly planning
A Monday plan, a Friday review and three priorities for the week
- Every week
- This week
- Waiting for
- Later
11 tasks · 4 sections