Onboarding Dashboard

The Onboarding Dashboard provides a structured view of organizational onboarding work, including provisioning snapshot details, requested apps, custom discovery needs, and onboarding tasks.

What you can see

This page may include:

• approved tier or package context
• provisioning status
• organization slug or target org details
• bootstrap status
• requested standard apps
• custom app discovery summary
• onboarding tasks
• task counts and assignment details

Why this page matters

This page helps onboarding teams move organizations from intake to execution while keeping requested apps, custom discovery, and readiness work tied together.

Common actions from this page

Depending on your role, you may be able to:

• review requested apps
• change requested app status
• assign requested apps
• provision requested apps
• review custom app discovery
• create a custom discovery request
• update onboarding task status
• assign onboarding tasks
• open the organization onboarding board

Best practice

Use the dashboard to manage current onboarding work, and use the organization onboarding board for a more unified ownership-based operational view.