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View your project setup workflows and progress

Use the Workflow Overview panel to see all onboarding workflows, check overall progress, and review individual steps that need attention.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Workflow Overview panel​

Scroll below the onboarding banner to reveal the dark Workflow Overview panel, which slides open to show your project setup workflows and overall completion percentage.

Open the Workflow Overview panel

Step 2: Review overall workflow progress​

Look at the progress indicator at the top of the panel to understand how far you are through the entire onboarding process across all workflows.

Review overall workflow progress

Step 3: Browse the list of workflows​

Scan the list of workflows displayed in the panel; each workflow shows its own title and progress so you can quickly see where more work is needed.

Browse the list of workflows

Step 4: Expand a workflow to see its steps​

Select a workflow’s expand control (for example, a chevron icon) to reveal its individual steps in an animated list beneath the workflow heading.

Expand a workflow to see its steps

Step 5: Understand step status and next actions​

Review the icons and styling for each step to see which ones are completed, which step is next, and which steps are still pending so you can plan your next actions.

Understand step status and next actions

Last updated: 2026-02-06