How to Use the Organization Onboarding Board

The Organization Onboarding Board helps you coordinate all onboarding work for a single organization in one place.

Who this is for

• Onboarding
• Tenant Admin
• Org Admin
• internal operators with onboarding visibility

What this board is best for

Use the board when you want to:

• identify unassigned work
• review everything assigned to you
• see who owns the remaining work
• understand onboarding workload across multiple item types

Steps

1. Open the Organization Onboarding Board 2. Use search if you need to find a specific item 3. Review the three main workstreams: - requested apps - onboarding tasks - custom discovery 4. Start with unassigned items 5. Then review items assigned to you 6. Open linked items or related application onboarding where needed

Best practice

Use the board for coordination and prioritization, then switch to the detailed dashboard or item view when you need to update status or content.