Track onboarding progress and follow suggested next steps
Use the onboarding banner to see your overall setup progress, review tailored suggestions, and jump directly into recommended next actions.
This guide is designed for project manager.
Steps
Step 1: Review your onboarding progress
Locate the onboarding banner at the top of the page and review the progress indicator to understand how much of your workspace setup has been completed and what remains outstanding.
Step 2: Explore the suggested next action
Look through the personalised suggestion card, including its icon, title, and short description, to understand the recommended next step for improving your workspace setup.
Step 3: Open a suggested task
Select a suggestion to open the relevant area of the application in a new view, where you can complete the recommended configuration or onboarding task.
Step 4: Dismiss all current suggestions
If the current set of suggestions is no longer relevant, use the dismiss control on the banner to hide all recommendations and clear the current onboarding prompts.
Related Tasks
Last updated: 2026-01-21