View and dismiss inline onboarding tips
Learn how to notice, use and dismiss inline tips that guide you through key actions in the application.
This guide is designed for project manager.
Steps
Step 1: Notice an inline tip in the interface
When you open a page that includes guidance, look for a small inline panel with a lightbulb icon, title and short description positioned near the relevant control or section.
Step 2: Read the tip content
Read the title and description to understand what the feature does or what action is recommended before continuing with your work.
Step 3: Act on the suggested guidance
If the tip includes an action button such as “Got it”, select it to confirm you understand the guidance or to trigger the suggested action, after which the tip will close.
Step 4: Dismiss a tip you no longer need
Use the close icon on the tip (if available) to dismiss it; once dismissed, the same tip will no longer appear for you on that element.
Step 5: Allow tips to hide automatically after progress
Continue working normally; some tips will disappear automatically once you complete the related onboarding event, keeping your workspace uncluttered.
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Last updated: 2025-12-28