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Review and navigate onboarding workflows

Use the onboarding workflow checklist to review all onboarding workflows, see detailed step progress, and jump directly into specific steps.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the onboarding workflow checklist​

Navigate to the area of the app where the onboarding workflow checklist is displayed; the checklist shows all available workflows with a progress bar indicating overall completion.

Open the onboarding workflow checklist

Step 2: Review workflow details and progress​

For each workflow, review the title, description, and progress indicator to understand how far through that workflow you or your team are.

Review workflow details and progress

Step 3: Expand or collapse workflow sections​

Use the expand or collapse control on a workflow card (when available) to show or hide its individual steps, helping you focus on the workflows that matter most.

Expand or collapse workflow sections

Step 4: Inspect individual workflow steps​

Within an expanded workflow, review each step’s name, icon and status badge to see which tasks are pending, in progress, or completed.

Inspect individual workflow steps

Step 5: Navigate directly to a workflow step​

Select a specific step in the checklist to open the relevant page or feature in the app, allowing you to complete that part of the onboarding process.

Navigate directly to a workflow step

Step 6: Monitor completion of workflows​

As steps are completed elsewhere in the app, return to the checklist to confirm that their status and the overall workflow progress have been updated.

Monitor completion of workflows

Last updated: 2026-01-17