Onboarding Guide
Manage the path from approved organizational intake to activation, requested app review, discovery coordination, and handoff readiness.
The Onboarding role manages the path from approved organizational intake to activation, requested app review, discovery coordination, and handoff readiness.
What Onboarding users can do
Depending on configuration, users in the Onboarding role can:
- review onboarding dashboards and boards
- review requested standard apps
- create and manage onboarding tasks
- assign work
- create custom app discovery requests
- review activation and handoff readiness
- collaborate using comments, activity, and attachments
Common pages for Onboarding
An Onboarding user may commonly use:
- Onboarding Dashboard
- Organization Onboarding Board
- Custom App Discovery Queue
- Applications
- Notifications
- Approvals
- Attachments and activity-enabled work items
Typical workflow
A common Onboarding workflow may look like this:
1. Open Onboarding Dashboard 2. Review requested standard apps 3. Assign onboarding tasks 4. Create or review custom discovery requests 5. Add comments or attachments where needed 6. Coordinate handoff readiness with downstream teams
Best practice
Use comments, assignments, and attachments consistently so the handoff from intake to execution remains visible and auditable.