Map customer onboarding with a steps pin
Show multi-step onboarding or internal procedures as a steps pin—horizontal progress for flows everyone must follow in order.
Onboarding docs bury order in paragraphs. A steps pin shows the path: Account → Configure → Invite → First value—ideal for CS playbooks and in-app setup guides pinned on a project canvas.
Example: onboarding steps pin
Loading steps...
Why steps pins?
Order is explicit
New hires and customers see what comes next.
Compact on dashboards
Horizontal steps fit showcases and pinboards.
Pairs with checklists
Steps = happy path; checklist = detailed gates per step.
Getting started
List 4–6 stages max. Create a steps pin, add a title and short description per step. Highlight the current step during active onboardings if your process uses one.
Frequently Asked Questions (FAQ)
Horizontal vs vertical?
Steps pins default horizontal—great for wide layouts.
Can steps link elsewhere?
Add detail in descriptions or link out from a Markdown pin below.
Internal vs customer onboarding?
Same pin type—different copy and access rules.