Product Updates

Prebuilt tasks: easily build new plans and templates

Shareil Nariman

February 15, 2023

1 minute

Every company has unique, customer-specific tasks in their onboarding process. But there are also many commonly used ones like “schedule your kickoff call” or “upload your documents”.

You can now draw inspiration from a list of prebuilt, commonly used onboarding tasks, and spend less time thinking about how to craft them.

When you are editing a plan or template, Simply drag them into your plan, and put the finishing touches on to make them your own!

Related resources

Your customers will be happy you subscribed to our newsletter.

Join 6,000+ subscribers who read the Happy Customers newsletter—it's jam-packed with tips-and-tricks about onboarding, HubSpot, and making happy customers at scale.

Meet our happy customers

Learn how other companies have scaled with Arrows, so their teams can help customers be successful at every stage of their journey.

Read customer stories
Hillary Engelman
CS Team Lead, Involvio
Allison Howe
Co-CEO, RBP
Con Cirillo
Head of CX, Carro
Matthew Watters
AE, humanpredctions
Hardik Patel
Director of CS, Rheaply