Onboarding Checklist
The onboarding checklist is a Dashboard widget that guides new teams through initial setup. It tracks your progress across the key steps needed to start saving with frugally.app.
Checklist items
Each item is automatically marked as complete when you finish the corresponding action. No manual ticking required.
| Step | Completion trigger | Link |
|---|---|---|
| Connect an AWS account | At least one Connection is in a healthy state | Connecting Your AWS Accounts |
| Create a Target | At least one Target exists with matched resources | Creating Targets |
| Run an Execution | At least one Execution has completed (manual or scheduled) | Running an Execution |
| Create a Schedule | At least one active Schedule exists | Creating a Schedule |
| Connect Slack | Slack workspace is connected and a default channel is set | Connecting Slack |
| Invite a team member | At least one invitation has been sent or accepted | Settings |
[SCREENSHOT: onboarding-checklist.png -- Dashboard onboarding checklist widget showing partial completion]
Dismissing the checklist
Once all steps are complete, the checklist auto-collapses. You can also dismiss it early by clicking the Dismiss button in the widget header — useful for experienced teams who have already completed setup before the checklist was introduced.
Dismissing the checklist is a per-user action. Other team members will still see their own checklist until they complete or dismiss it.
Resetting the checklist
If you need to revisit the checklist after dismissing it, navigate to Settings > Dashboard and toggle Show onboarding checklist back on.