Review onboarding workflows and track progress
Use the Workflow Overview panel to see all onboarding workflows, check overall progress, and drill into the next steps your team needs to complete.
This guide is designed for project manager.
Steps
Step 1: Open the workflow overview panel
Scroll below the onboarding banner on the project setup screen to reveal the dark-themed Workflow Overview panel; if it is collapsed, click its header to expand it and display all available workflows.
Step 2: Review overall onboarding progress
Look at the overall progress indicator at the top of the panel to understand how far through the onboarding workflows your project currently is.
Step 3: Expand a workflow to see its steps
Click the chevron icon next to a workflow name to expand or collapse its list of steps, revealing which steps are completed, in progress, or upcoming.
Step 4: Identify the next action in a workflow
In the expanded list, locate the step marked as the next one to complete (typically highlighted differently from completed steps) so you can decide what your team should work on next.
Step 5: Select a step to continue onboarding
Click on a step row to trigger the linked onboarding action (such as opening a detailed page or tool) so you can complete that part of the workflow.
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Last updated: 2026-02-03