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Manage your project setup workflow

Use the project setup workflow to follow guided onboarding steps, run automated tasks, and track overall setup progress for your current project.

Audience

This guide is designed for project manager.

Steps​

Step 1: View the project setup prompt banner​

Open your project dashboard to see the setup prompt banner when onboarding actions are available for the current project, including a summary of what still needs attention.

View the project setup prompt banner

Step 2: Start a suggested setup action from the banner​

Click the action button on the prompt banner to open the relevant onboarding task or navigate directly to the appropriate settings page for your project.

Start a suggested setup action from the banner

Step 3: Open and close the workflow overview panel​

Use the workflow toggle control to open the overview panel, where you can see all setup workflows for the project, then close it again when you no longer need the detailed view.

Open and close the workflow overview panel

Step 4: Review setup steps and overall progress​

In the workflow overview panel, review the list of onboarding steps grouped into workflows, alongside your overall setup completion percentage and which items are still outstanding.

Review setup steps and overall progress

Step 5: Mark setup steps as complete or reopen them​

From the workflow overview panel, toggle individual steps as complete when you finish them, or reopen them if you need to revisit or correct something.

Mark setup steps as complete or reopen them

Step 6: Run automated tasks in the execution modal​

Start an automated setup task from the workflow overview to open the task execution modal, where you can monitor progress while the system performs the task for you.

Run automated tasks in the execution modal

Step 7: Minimise and restore the task execution modal​

Minimise the task execution modal to keep working elsewhere in the project while the task runs in the background, then restore it to check results or take follow-up actions.

Minimise and restore the task execution modal

Step 8: Cancel or complete a running setup task​

From the task execution modal, cancel a running task if you no longer need it, or confirm completion once the automated steps have finished successfully.

Cancel or complete a running setup task

Step 9: Refresh and reset onboarding suggestions​

Use the refresh option to pull the latest setup status from your project, and, if needed, reset any dismissed suggestions so that relevant prompts appear again.

Refresh and reset onboarding suggestions

Last updated: 2026-02-11