2connected sheets
6ready-to-use views
2workflow rules
5optional examples
SHEET 1
New starters
A welcoming first month with clear milestones.
| Name | Status | Team | Manager | Start date | Check-in date | Welcome notes | Onboarding tasks |
|---|---|---|---|---|---|---|---|
| Avery Chen | Preparing | Design | Unassigned | 2026-10-05 | 2026-10-12 | A welcoming first week with time to explore. | Prepare the welcome guide, Review the first-month goals |
| Taylor Ellis | First week | Operations | Unassigned | 2026-09-26 | 2026-10-03 | Focus on meeting partners and understanding the workflow. | Meet the project team |
Fields and views included
NametextStatusstatusTeamselectManagerpersonStart datedateCheck-in datedateWelcome noteslong textOnboarding tasksrelation
All items (table) · Board (board) · Calendar (calendar)
SHEET 2
Onboarding tasks
Practical setup, introductions and learning connected to a new starter.
| Name | Status | Owner | Due date | Phase | Instructions | Resource | New starter |
|---|---|---|---|---|---|---|---|
| Prepare the welcome guide | To do | Unassigned | 2026-10-03 | Before day one | Add team introductions, useful links and the first-week plan. | https://example.com | Avery Chen |
| Meet the project team | In progress | Unassigned | 2026-09-30 | First week | Arrange short introductions with each project partner. | — | Taylor Ellis |
| Review the first-month goals | To do | Unassigned | 2026-10-26 | First month | — | — | Avery Chen |
Fields and views included
NametextStatusstatusOwnerpersonDue datedatePhaseselectInstructionslong textResourceurlNew starterrelation
All items (table) · Board (board) · Calendar (calendar)
Connected from the start.
- Onboarding tasks connects to New starters through New starter
Overview
- Recordsmetric
- Due next 7 daysmetric
- Overduemetric
- On the horizonagenda
- Needs a datemetric
- New starters by statusdonut
- Records addedline
Team onboarding brief
- Executive summarytext
- Recordsmetric
- New startersmetric
- New starters by statusdonut
- Records addedline
- What matters nexttext
- New starterstable
Make it yours.
New starters and linked onboarding tasks, with dates, progress and useful resources.
- Examples use fictional names. Assign real workspace members after installation. This does not provision accounts or store payroll information.
These previews use fictional examples from the same catalog as the app. Example records are optional when installing. You can rename fields, adjust views, and add your own work afterward. Templates are included in every planned launch plan.