**1. Product Requirement Context Summary** This document defines the MVP requirements for a User Onboarding Checklist feature in the SaaS web application. The feature will guide new users through a short, prioritized list of actions immediately after sign-up to drive first-value realization and improve activation rates. It is explicitly scoped as an MVP-first initiative: minimal viable implementation using existing UI patterns, no new backend services unless already available, and quick iteration based on real usage data. **2. Problem Statement or Opportunity Definition** New users frequently drop off before reaching the product’s core value because they are unsure what to do first, face too many options, or never complete essential setup steps. Activation (defined here as completing the primary “aha” action within the first session or first 24 hours) is below target benchmarks. A simple, visible checklist surfaced at the right moment will reduce decision paralysis, create clear progress signals, and measurably lift activation without requiring complex personalization or AI logic in v1. **3. Primary Goals & Success Criteria** Primary Goal: Increase new-user activation rate by at least 15 percentage points within 30 days post-launch (measured against current baseline). Success Criteria (MVP): - ≥70 % of new users view the checklist in their first session - ≥40 % of new users complete all checklist items within 7 days - Activation rate (core action completed) lifts ≥15 pts vs control cohort - Checklist completion correlates with ≥20 % higher Day-7 retention - Zero increase in support tickets related to onboarding confusion All metrics will be tracked via existing analytics events; no new tracking infrastructure required for MVP. **4. User / Stakeholder Needs** **New users (primary):** - One-click access to a short, scannable list of 4–6 high-impact actions - Clear status (to-do / in-progress / done) with one-tap completion where possible - Visual progress indicator and motivational micro-copy (“You’re 60 % to first value”) - Ability to dismiss or hide once complete without losing access **Product / Growth team:** - Easy-to-edit task list via admin config (no code deploy) - Basic analytics on completion rates per task **Engineering / Design:** - Reuse existing UI components and authentication flows - Mobile-responsive by default **5. Scope Definition** **In scope (MVP):** - Persistent banner or side panel on the main dashboard for new users only - Static task list configurable via a simple JSON/admin UI (title, description, optional deep-link or CTA button) - Auto-completion triggers for up to 3 tasks (e.g., profile saved, first project created, integration connected) using existing events - Manual “Mark as done” for remaining tasks - Progress bar + completion percentage - One-time “Get started” tooltip on first login - Dismissible once 100 % complete (re-accessible via user settings) **Out of scope (MVP):** - Dynamic task ordering or user-segment personalization - Gamification, streaks, rewards, or confetti animations - Email/SMS reminders - Multi-language support - Onboarding for existing or returning users - Mobile-native deep linking beyond web URLs **Assumptions:** - Activation “core action” and the exact 4–6 tasks will be finalized in a 30-minute workshop with Product + Growth before sprint start - Existing event tracking already fires for profile save, project creation, etc. - Dashboard layout has space for a collapsible side panel or top banner (confirmed in design review) - User roles and permissions do not affect onboarding visibility in MVP **6. Core Functional Requirements** FR-1: On first login (or first dashboard load), display checklist if user account age < 7 days and checklist not marked 100 % complete. FR-2: Render configurable list of tasks; each task shows: title, one-line description, status badge, optional primary CTA button. FR-3: Support three completion methods: a) Auto-detect via existing analytics event b) Manual checkbox click (with confirmation toast) c) Deep-link button that marks complete on return (if event fires) FR-4: Show real-time progress bar (0–100 %) and “X of Y complete” text. FR-5: Provide “Dismiss checklist” option with “Show again” in user settings. FR-6: Admin interface (existing settings page) allows product team to reorder tasks, edit copy, and toggle visibility without code change. **7. Non-Functional / Operational Considerations** - Performance: Load < 300 ms; no additional API calls beyond existing session data - Accessibility: WCAG 2.1 AA (ARIA labels, keyboard navigation, color contrast) - Responsiveness: Works on desktop and tablet viewports (mobile handled in later phase) - Security: Tasks respect existing user permissions; no new data storage beyond current user profile flags - Localization: English only for MVP; strings externalized for future i18n - Analytics: Fire standard events (checklist_viewed, task_completed, checklist_dismissed) using existing tracking library **8. Risks, Dependencies, and Open Questions** **Risks:** - Checklist too long or tasks unclear → lower completion (mitigation: cap at 6 items, user test pre-launch) - Auto-completion logic misses edge cases → manual fallback required - Dashboard real estate conflict with other banners (mitigation: design review) **Dependencies:** - Existing analytics event pipeline - Dashboard layout component library - Admin settings UI (already exists) **Open Questions (to close before sprint):** - Exact list of 4–6 tasks and success definition of “activation core action” - Preferred UI placement (side panel vs top banner vs modal) - Whether to show checklist to users who signed up via SSO or invite (yes/no) **9. Suggested Delivery Approach or Phasing** MVP-first (target: 2-week sprint) Phase 0 (1 day): Workshop – lock tasks, activation metric, copy Phase 1 (Sprint 1): Static checklist UI + manual completion + admin config Phase 2 (Sprint 2): Auto-completion hooks + progress tracking + analytics Phase 3 (Post-MVP, 1 sprint): Mobile optimization, optional email nudge, A/B test variants Use existing design system; no new microservices or third-party tools. Launch behind feature flag for 10 % cohort first, then 100 %. **10. Clean Product Requirements Summary** Must-have (MVP): - Dashboard checklist visible to new users only - 4–6 configurable tasks with auto + manual completion - Real-time progress bar - Dismissible after 100 % - Admin-editable without code - Standard analytics events Success tied directly to ≥15 pt activation lift. All other enhancements (personalization, gamification, reminders) explicitly deferred. Ready for engineering handoff once tasks and UI placement are confirmed in the pre-sprint workshop.