The Onboarding Checklist will guide you through the PagerDuty implementation experience from planning to launch. We’ve identified key milestones in each phase to make sure you’re set up for success. Be sure to reference the links and set clear dates to keep you on track along the way!
The Planning Phase
- Define Goals: Defining Goals and Success Metrics
- Establish User Roles: User Roles in Your Account
- Outline Desired Workflow: Sample Workflows
The Configuration Phase
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Add/Import Users
- Video: Adding Users to your Account
- Walkthrough: Adding and Inviting Users
- Walkthrough: Adding multiple users at once
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Onboard Admins and Managers
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Add your Users to an On-Call Schedule
- Video: Creating a Schedule
- Video: Copying a Schedule to Make a Backup Schedule
- Walkthrough: Schedule Concepts
- Walkthrough: Schedule Examples
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Add your On-Call Schedules to an Escalation Policy
- Video: Creating an Escalation Policy
- Walkthrough: Create an Escalation Policy
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Set up Services and Integrations
- Video: Creating a PagerDuty Service
- Walkthrough: Configuring Services and Integrations
- We integrate with over 150 tools - view our Integration Guides
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Test your Configuration
- Trigger a test incident
- Troubleshooting help? Contact support@pagerduty.com
The Launch Phase
- Onboard Responder: Training Resources for Responders
- Publish Internal Wiki Pages: Sample Wiki Pages
- Official Launch: Congrats - You’ve made it!
Find more detailed information in our comprehensive Knowledge Base and the Best Practices section of our Community.