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View interactive onboarding tips

Learn how to view, follow and dismiss contextual onboarding tips that guide you through key areas of the application.

Audience

This guide is designed for project manager.

Steps​

Step 1: Locate the highlighted feature​

Open the application screen you are working on and look for the element that is subtly highlighted or pulsing, indicating that an onboarding tip is available for that part of the interface.

Locate the highlighted feature

Step 2: Read the onboarding tooltip​

Hover over or focus on the highlighted element to reveal the tooltip, then read the title and description to understand what the feature does and how it can help with your project work.

Read the onboarding tooltip

Step 3: Follow the guided steps​

If the tooltip is part of a sequence, note the step indicator (for example, “Step 1 of 3”) and use the guidance in each tooltip to perform the recommended actions in the interface.

Follow the guided steps

Step 4: Move to the next tip​

Select the Next button in the tooltip to proceed to the following onboarding tip, allowing you to be guided through the workflow in a structured order.

Move to the next tip

Step 5: Dismiss a completed or unwanted tip​

When you no longer need a specific tip, select the close icon in the tooltip to dismiss it so it no longer appears for that part of the interface.

Dismiss a completed or unwanted tip

Last updated: 2025-12-28