SaaS Customer Onboarding Portal

SaaS Customer Onboarding Portal is a customer portal where each B2B software customer sees its own onboarding checklist, owners and dates. It replaces the shared spreadsheet and the status emails of an onboarding manager. Visitors check their readiness on a public page and send a pre-kickoff question. Each customer sees only its own checklist after sign-in. Clone it free and start with sample data.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 5 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.

John Xie published this portals app in the Taskade Community Gallery.