Review onboarding progress and suggestions
Use the onboarding banner to understand your setup progress and follow personalised suggestions to complete key actions in the workspace.
This guide is designed for project manager.
Steps
Step 1: View your onboarding progress
Open any page where the onboarding banner is shown to see your overall onboarding completion displayed as a progress bar, along with a brief summary of how far through the setup you are.
Step 2: Review personalised suggestions
Look through the suggested next actions beneath the progress bar, each showing an icon, title, and short description tailored to help you complete important setup tasks.
Step 3: Open a suggested action
Select a suggestion card to navigate directly to the relevant area of the application where you can complete that specific onboarding task.
Step 4: Dismiss the entire onboarding banner
If the banner is dismissible, use the close control on the banner to hide all onboarding suggestions once you no longer need them.
Related Tasks
Last updated: 2026-02-03