Choose your onboarding experience
Use the welcome modal to choose how much guidance you want from the onboarding experience, or skip it entirely.
This guide is designed for project manager.
Steps
Step 1: Review the welcome message
When you first sign in and onboarding is active, a welcome modal appears introducing the workspace and asking about your experience level. Read the short introduction so you understand what will happen next.
Step 2: Select your experience level
Choose the option that best matches your familiarity with similar tools (beginner, some experience, or power user). Your choice will tailor the onboarding guidance you see next, such as opening a checklist for beginners.
Step 3: Continue or skip onboarding
Click Continue to save your selection and proceed, or use the close/skip control to dismiss the welcome modal and skip guided onboarding for now.
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Last updated: 2025-12-28