Onboard customers faster and stay organized Stop juggling scattered emails, documents, and tools during customer onboarding. Checkmarks transforms your monday.com workspace into a complete onboarding command center where every customer journey is organized, automated, and trackable.
Create personalized onboarding plans as monday.com items, add tasks as subitems, and give customers a beautiful portal to access everything they need.
Key Benefits:
• All-in-one client portal - Customers access tasks, documents, forms, and meetings through one simple link
• Native monday.com integration - Manage onboarding plans as board items with full automation support
• Eliminate email chaos - Replace scattered threads with organized, trackable workflows
• Automated progress tracking - Trigger status updates, send reminders, and notify teams automatically
• Template-based efficiency - Create reusable onboarding blueprints for different customer types
What You Can Ask Customers To Do:
• Complete forms - Collect information, preferences, and requirements through custom forms
• Sign contracts - Capture digital signatures for agreements and legal documents
• Book meetings - Schedule kickoff calls, training sessions, or check-ins
• Upload files - Submit required documents or assets with drag-and-drop simplicity
• Download resources - Access guides, templates, and other helpful materials
• Watch videos - View training content, product demos, or instructional materials
• Work through checklists - Complete multi-step processes with clear, trackable progress
• Access documentation - View embedded help content or external resources
Give Checkmarks a try and simplify your next onboarding.
App metadata ID: 10001010 • App ID: 10434473 • Listing updated: December 29, 2025 View app data JSON {
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"description": "<p>Stop juggling scattered emails, documents, and tools during customer onboarding. Checkmarks transforms your <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a> workspace into a <strong>complete onboarding command center</strong> where every customer journey is organized, automated, and trackable.</p><p>Create personalized onboarding plans as <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a> items, add tasks as subitems, and give customers a beautiful portal to access everything they need.</p><p><strong>Key Benefits:</strong></p><p>• <strong>All-in-one client portal</strong> - Customers access tasks, documents, forms, and meetings through one simple link</p><p>• <strong>Native </strong><a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>monday.com</strong></a><strong> integration</strong> - Manage onboarding plans as board items with full automation support</p><p>• <strong>Eliminate email chaos</strong> - Replace scattered threads with organized, trackable workflows</p><p>•<strong> Automated progress tracking</strong> - Trigger status updates, send reminders, and notify teams automatically</p><p>• <strong>Template-based efficiency</strong> - Create reusable onboarding blueprints for different customer types</p><p><strong>What You Can Ask Customers To Do:</strong></p><p>• <strong>Complete forms</strong> - Collect information, preferences, and requirements through custom forms</p><p>• <strong>Sign contracts</strong> - Capture digital signatures for agreements and legal documents</p><p>• <strong>Book meetings </strong>- Schedule kickoff calls, training sessions, or check-ins</p><p>• <strong>Upload files </strong>- Submit required documents or assets with drag-and-drop simplicity</p><p>• <strong>Download resources</strong> - Access guides, templates, and other helpful materials</p><p>• <strong>Watch videos</strong> - View training content, product demos, or instructional materials</p><p>• <strong>Work through checklists</strong> - Complete multi-step processes with clear, trackable progress</p><p>• <strong>Access documentation</strong> - View embedded help content or external resources</p><p>Give Checkmarks a try and simplify your next onboarding.</p>",
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