More features for onboarding

Onthen is the simple way to onboard anyone into your team. But there's also advanced features that can run even the most complex onboarding process.


Simple, one-page checklists for onboarding

We centralize your onboarding process into a beautiful, branded page that is simple, clear, and completely friction-free.

Your branding

Simply upload a logo and choose a primary color, and we'll do the rest. Even the emails we send for you are branded.

Syncs with HubSpot

We bridge the gap by syncing every onboarding action back to your CRM timeline and custom fields. Works with contacts, deals, and tickets.

  • Manage checklists with the App Card
  • Adds events to your timeline
  • Syncs uploaded files and photos

Take action with each task

Link tasks to actions in other apps. Combine built-in tasks with a growing library of third-party app actions.

Does all the chasing up for you

We'll send automatic nudges for overdue tasks and a helpful weekly summary to keep everyone focused on what's left to do.

Powerful, modern dashboard

Every plan gets access to flexible team-ready tools to manage onboarding.

  • Saved views for frequently accessed lists.
  • Change default columns, sort order, and filtering.
  • Use bulk actions to update many rows at once.
Create an onboarding checklist

We'll do the hard work for you Takes less than a minute

Loved by 4,500+ happy users


Move from to-do to done

The perfect mix of onboarding features you've been looking for. No bloat, no complexity, just results.

Comment and collaborate

Answer questions directly on the task page.

You'll keep communication centralized, and tasks moving.

Participants can share

Allow participants to invite others to help them with their tasks.

They don't need to ask you to do this.

Flexible due dates

Set relative due dates for each task, and we'll calculate the actual dates when you start a new checklist.

Emails with your brand

The emails we send always have your logo and brand colors, putting your brand front and center.

Tools for managers

You're in control once a checklist is started.

Change due dates, skip tasks, view a full audit trail, and more.

Collect feedback

Survey every participant after the checklist is completed.

Get feedback and act on it to improve.

Webhooks

Receive HTTP posts to any endpoint when activity happens in your checklists.

Use with platforms like Zapier or Make.

Invite links

Use open invite links in your emails or documents to allow people to start an onboarding directly.

Allows Onthen to fit into your existing workflows.

Collect contact details

Choose the contact info you need and we'll make sure it's collected before the first task is completed.

Create an onboarding checklist

We'll do the hard work for you Takes less than a minute