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Explore your premium welcome panel

Use the premium welcome panel on your dashboard to access personalised shortcuts and track your onboarding progress, or hide it when you no longer need it.

Audience

This guide is designed for project manager.

Steps

Step 1: Open your dashboard

Sign in to the application and navigate to your main dashboard; after your first visit, the premium welcome panel will automatically appear when it is available for your account.

Open your dashboard

Step 2: Review your personalised shortcuts

In the welcome panel, review the suggested shortcuts, which are tailored to your recent activity and priorities, and use them to jump directly into common premium actions.

Review your personalised shortcuts

Step 3: Check your onboarding progress

Look at the onboarding progress indicator within the panel to see your overall completion status and follow the top suggested next action to move your setup forward.

Check your onboarding progress

Step 4: Use smart shortcut actions

Click on any suggested shortcut in the panel to be taken straight to the relevant area of the app, helping you complete high‑value tasks more quickly.

Use smart shortcut actions

Step 5: Dismiss the premium welcome panel

When you no longer need the guidance, select the close or dismiss option on the panel to hide it; it will remain dismissed on future visits unless specifically forced to show again by the system.

Dismiss the premium welcome panel


Last updated: 2026-01-17