Workspace Onboarding

A guided workspace setup screen for teams that need to name the workspace, invite teammates, connect tools, and reach a useful first state without getting lost.

Workspace Onboarding
Use this template in Figr

Template facts

Screen

Onboarding

Primary action

Set up a workspace

Pattern

Stepper

State

Default

Design system

Halo Consumer

What this screen helps users do

New admins need to get a workspace ready quickly while deciding what to configure now and what to skip until later.

Key elements

  • Clear step progress
  • Workspace basics first
  • Invite teammates at the right moment
  • Connect or import existing tools
  • Skip and resume without losing progress

States worth designing

  • Invite skipped
  • Invalid workspace domain
  • Connection failed
  • Setup complete
  • Admin permission missing

Where this screen sits in the flow

Sign up → Workspace setup → Invite team → Connect tools → Home

Patterns used

Stepper, checklist, progressive disclosure, form, invite flow

Why these choices work

Keep the first steps lightweight. Ask for settings only when they help the team reach a useful first state. Make every optional step clearly skippable.

Start from this in Figr

Create a high-fidelity workspace onboarding flow for a B2B product. Help a new admin name the workspace, invite teammates, connect key tools, skip optional setup, and land in a useful first workspace.

Open Figr