Onboarding Dashboard Screen Guide

This guide explains the main parts of the Onboarding Dashboard and how to use the page to coordinate requested apps, tasks, and discovery work during onboarding.

**Suggested screenshot title:** Onboarding Dashboard Overview

Screen sections

1. Page header

The header identifies the onboarding workspace and provides context about the current organization or onboarding scope.

2. Snapshot cards

Snapshot cards may show key onboarding information such as:

• approved tier
• provisioning status
• organization slug
• bootstrap state

These give a quick summary of overall onboarding posture.

3. Requested apps summary

This section lists requested standard apps and their current review or provisioning status.

4. Requested app action controls

Depending on role, users may be able to:

• assign a requested app
• change its status
• provision it
• open the linked application

5. Custom discovery summary

This section shows whether custom app support is needed and may include notes from the original onboarding request.

6. Custom discovery actions

Depending on role, users may be able to:

• create a discovery request
• review existing discovery items
• navigate to the discovery queue

7. Onboarding tasks section

This section lists onboarding tasks and shows their status, owner, and possible actions.

8. Task actions

Depending on role, users may be able to:

• change task status
• assign ownership
• track blocked items

How to use this screen

A common workflow is:

1. review snapshot cards 2. review requested apps 3. assign or update tasks 4. create or review custom discovery 5. move ready items into provisioning or handoff

Best practice

Use the dashboard for current execution and use the organization onboarding board when you need a more ownership-based view of work.