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Review onboarding suggestions

Use the onboarding banner to understand your setup progress and follow recommended next actions to get started quickly.

Audience

This guide is designed for project manager.

Steps​

Step 1: View your onboarding progress​

At the top of the page, locate the onboarding banner to see your overall completion percentage and progress bar, giving you a quick overview of how much of the initial setup you have finished.

View your onboarding progress

Step 2: Review the suggested next actions​

In the banner, review the personalised suggestion cards that highlight recommended tasks, each showing an icon, title, and brief explanation of why the action matters.

Review the suggested next actions

Step 3: Open a suggested action​

Select a suggestion by clicking anywhere on its card or the arrow button to navigate directly to the relevant page where you can complete that specific onboarding task.

Open a suggested action

Step 4: Work through multiple suggestions​

If multiple suggestions are displayed, repeat the process of opening and completing each recommended action to gradually increase your onboarding completion level.

Work through multiple suggestions

Step 5: Dismiss all suggestions from the banner​

If the banner is dismissible, click the close icon to hide the onboarding banner and clear the current suggestions from view without completing them.

Dismiss all suggestions from the banner

Last updated: 2026-01-17