Onboarding Tasks can be an important aspect of a WalkMe build that trains users and supports change management processes.
Onboarding Tasks are where it all comes together! Onboarding Tasks can be used to create a checklist for training purposes, improve conversion rates, or accelerate product adoption.
Watch the video to understand how to accelerate task completion with Onboarding Tasks.
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Onboarding Tasks are valuable tools for accelerating training and user engagement through a gamified check list and user progress bar. Task lists are made up of new or existing Smart Walk-Thrus and Resources. |
Onboarding Tasks consist of Smart Walk-Thrus and video or article Resources that are added to the Tasks tab in the WalkMe Menu. The Tasks tab appears in the Menu in a separate tab from the main menu items. When the user clicks an Onboarding Tasks, WalkMe will launch the associated Smart Walk-Thru or Resource.
As each task is completed, the user's progress will be updated in the progress bar. The checklist enables users to see their progress as they move through the tasks improving the user experience, and encouraging them to complete more Tasks.
Accelerate Training: Give users a clear and straightforward path to complete training. For example, create a task list with all tasks necessary for a new employee to get started such as creating a profile, reading about company policies, signing up for HR benefits, and setting up an expense account.
Improve Conversion: End customer confusion and showcase your product's value and attractive and simple. For example, create a checklist that shows off your product's features and drives customers to upgrade or convert to a paid subscription.
Promote Product Adoption: Enhance the customer experience and increase loyalty by boosting engagement with your site. For example, create a checklist that takes the user through all the key capabilities of the product.