Manage your project setup workflow
Use the setup guide banner, workflow panel, and task modal to plan, track, and run project onboarding tasks.
This guide is designed for project manager.
Steps
Step 1: Open the project setup guide
In your project dashboard, locate the setup guide banner or pill and select it to open the guided setup experience for the current project.
Step 2: Review suggested setup prompts
Read the setup prompt banner at the top of the page to understand which onboarding action is recommended next, including any quick setup options.
Step 3: Start a recommended action from the banner
Use the primary call-to-action button on the banner to begin the recommended setup action; this may open the workflow panel or start an automated task in the modal.
Step 4: Expand the workflow overview panel
Open the workflow overview panel to see all onboarding steps for your project, including their current completion status and overall progress.
Step 5: Open a specific workflow step
Click a step in the workflow overview panel to view its details and, where available, launch the corresponding task in the execution modal.
Step 6: Run tasks in the execution modal
Use the Agent Task Execution modal to walk through the selected step; follow the on-screen instructions or automations until the task is complete or cancelled.
Step 7: Minimise or restore the task modal
If you need to refer back to the dashboard, minimise the task modal and later restore it from the workflow area without losing your task progress.
Step 8: Mark workflow steps as complete
After finishing a task, update the step status in the workflow panel so that the overall project setup progress accurately reflects what has been done.
Step 9: Dismiss or defer the setup banner
When you no longer need the current prompt, dismiss the banner or choose to return to it later; you can reopen the setup guide from the pill when needed.
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Last updated: 2026-09-01