Onboarding Checklist

Onboarding checklist: progress, hints with CTAs, dismissal and celebration. Pro · Work and teams › Sales and processes

Installation

npx valyro-cli@latest login
npx valyro-cli@latest add onboarding-checklist

npm install valyro-ui-pro

import 'valyro-ui-pro/styles.css';
import { OnboardingChecklist } from 'valyro-ui-pro';

Prop	Type	Default
`tasks` *	`OnboardingTask[]`		Checklist items in order; a task can depend on others, be locked, optional, or carry a call to action.
`completedIds`	`string[]`		Controlled `completedIds`; use with `onCompletedIdsChange`.
`defaultCompletedIds`	`string[]`		Initial `completedIds` when uncontrolled.
`onCompletedIdsChange`	`(ids: string[]) => void`		Called with the new `completedIds` when it changes.
`dismissed`	`boolean`		Hidden behind a small "Setup guide" button.
`defaultDismissed`	`boolean`	`false`	Initial `dismissed` when uncontrolled.
`onDismissedChange`	`(dismissed: boolean) => void`		Called with the new `dismissed` when it changes.
`manualComplete`	`boolean`	`true`	Lets people tick tasks themselves. Turn off when tasks complete from product events. Default true.
`title`	`ReactNode`	`'Get started'`	Checklist heading.
`description`	`ReactNode`		Text under the heading; replaces the "2 of 5 steps complete" progress line.
`locale`	`string`		BCP 47 locale for numbers and dates; defaults to the ThemeProvider's, then the browser's.
`labels`	`Partial<OnboardingChecklistLabels>`		Overrides for the built-in English text; keys left out keep their defaults.

CRM Pipeline — Deal pipeline: stages, amounts and probabilities, drag between stages
Approval Flow — Multi-stage approvals: sequential and parallel stages, decisions with reasons, history
Goal Tracker — OKRs: objectives and key results, statuses, confidence, check-ins with history
Course Path Navigator — Course map: modules, locks, progress and skills, a list on narrow screens
Calendar View — Event calendar
Scheduler — Scheduler: day, week, month and resource timeline, drag and drop, recurrence
Kanban Board — Task board
Gantt Chart — Gantt charts with dependencies and drag to reschedule
Booking Slots — Meeting booking: calendar, slots in the guest’s time zone, form and confirmation
Team Members — Team members: roles, email invites, pending invitations, seat count
Org Chart — Org chart: zoomable, pannable tree with search and collapsible branches
Activity Feed — Activity feed