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Asana Flow Example: Setting up account

Preview this Asana user flow: Setting up account. Explore the opening screens.

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Setting up account

19 screens

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FromAsana
Set up your account - Asana screen
Set up your account - Asana screen
Set up your account - Asana screen

This user flow guides a new user through the process of setting up their account in Asana, including selecting their work type, defining objectives, creating a project with tasks, and invitin

User navigates account review screens in Polar to verify business identity and complete onboarding checklist items before submitting for manual review

Onboarding personalization step where user enters name and selects display theme before entering the app

Onboarding form where user confirms email, enters name, and sets password to finish account creation

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Messages • Airbnb screen
Profile · Airbnb screen

From empty messages inbox, open profile dropdown to reach profile settings page showing completion prompt and Get started action

User selects primary goal such as integrating an app or making an API call during onboarding, with a toast confirming teammate invitation

Onboarding wizard collecting personal details, relationship status, children info, state of residence, and executor names to generate a basic will

User completes organization questionnaire then developer quickstart to generate API key, install SDK, and pick starter templates for browser automation agents

New user names workspace, chooses data import or integrations, connects tools, then follows multi-step product tour across modals and AI chat interface

User selects primary use case, content goals, discovery source, and starting tools to personalize workspace in Riverside

User views and interacts with Getting Started Checklist to begin workspace setup tasks in Axiom

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extend screen
extend screen
extend screen

Onboarding flow to name an organization and trigger workspace creation in Extend

User loads sandbox dashboard to view getting-started resources and begin testing card issuing features

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