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Use the project setup workflow to guide project onboarding

Use the setup banner and workflow panel to track onboarding steps, run guided tasks, and monitor overall project readiness.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the project setup guide​

From your project dashboard, locate the setup prompt banner at the top of the page or use the Setup guide pill to reveal the setup guide experience for the current project.

Open the project setup guide

Step 2: Review the setup prompt banner​

Read the banner message to understand the suggested onboarding actions, then decide whether to start the guided workflow now, view more details, or dismiss it for later.

Review the setup prompt banner

Step 3: Expand the workflow overview panel​

Click the banner call-to-action or the workflow toggle to open the overview panel, where you can see all setup steps for the project and their completion status.

Expand the workflow overview panel

Step 4: Inspect workflow steps and progress​

In the overview panel, review each workflow step, check which items are completed, and monitor overall progress to understand how ready your project is.

Inspect workflow steps and progress

Step 5: Start a guided setup task​

Select a workflow step to open its associated task in the agent task execution modal, where you can follow guided actions tailored to that step.

Start a guided setup task

Step 6: Interact with the task execution modal​

Use the modal controls to run the task, respond to any prompts, and let the system apply the recommended changes or configurations for your project.

Interact with the task execution modal

Step 7: Minimise or cancel a running task​

If you need to return to the dashboard, you can minimise the task modal to keep it running in the background or cancel the task to stop it.

Minimise or cancel a running task

Step 8: Mark steps as complete​

Once a task has been finished, update the workflow step to mark it as complete so that your overall project readiness and progress are kept accurate.

Mark steps as complete

Step 9: Refresh project setup status​

Use the refresh or reload options in the workflow panel to pull the latest setup state and ensure the banner, steps, and progress indicators are up to date.

Refresh project setup status

Step 10: Dismiss or close the setup guide​

When you are finished, dismiss the banner or close the workflow panel to hide the setup guide, knowing you can return to it later from the project dashboard.

Dismiss or close the setup guide

Last updated: 2026-07-21