Organization Onboarding Board Walkthrough

This walkthrough explains how to use the Organization Onboarding Board to review and coordinate onboarding work across requested apps, onboarding tasks, and custom discovery items for a single organization.

Why use the board

The board brings together multiple onboarding workstreams into one place so teams can understand:

• what is unassigned
• what is assigned to them
• what is assigned to others
• what still needs attention

What to review first

When opening the board, start with:

• unassigned requested apps
• unassigned onboarding tasks
• unassigned custom discovery items

These often represent the highest coordination need.

Ownership-based review

The board is especially useful for identifying:

• work waiting for an owner
• your own work
• work currently owned by other users

Common next steps

From the board, users may:

• open related applications
• identify blocked areas
• move into onboarding dashboard for detailed edits
• coordinate work ownership across teams

Best practice

Use the board as a coordination surface and the onboarding dashboard as the detailed execution surface.