Onboard Dictionary

We know that some of the terms that we use are a little nontraditional, that's why we broke down every common term in the product:

• Onboarder:  This is the person that is responsible for onboarding customers. 
• Onboardee: This is the end user, in most cases, the customer that is being onboarded. 
• Assignee - The person who is assigned a specific task.
• Owner - The Onboarder that is responsible for the customer's onboarding.
• Variable - A way to group clients by unique attributes.
  Examples: Pricing Plan, Integration Type, Service Level
• Variable Option - The options that fall under the unique variable. 
  Examples: Starter, Professional, Enterprise are options under Pricing Plan
• Task - An item that must be accomplished in the onboarding experience.
  Example: Update your company branding and notification preferences.
• Section - A group of tasks.
• Project - A Project is the dynamic checklist created for each specific customer which is used to collaborate and track their progress during onboarding.
• Project Status - There are several statuses that a Project can be in at any given time. By default the status automatically updates based on the definitions below: 
  
  • New: No action has been taken. 
  • In Progress: At least one task has been completed.
  • Launched: All tasks have been completed. 
  • Stalled: One or more tasks are overdue. 
  • Paused:  The project has manually been paused by stakeholders.
• Project Templates - Project Templates are where you create reusable templates that match your onboarding playbooks.  You can build templates automatically from Variables (e.g., Customer Type, Plan, Integrations) or manually (create from scratch or duplicate an existing template).
• Outboard - This is the clients view of the Project that they have been invited to. The Outboard provides quick access to the customer's task and does not require a username/password to access.