Onboarding Dashboard Walkthrough
Updated 2026-04-25
Use the Onboarding Dashboard to coordinate requested apps, custom discovery, and task-based onboarding work.
Onboarding Dashboard is the primary page for managing onboarding execution in NxtLayr. This walkthrough explains how to use it to coordinate requested apps, discovery, and task-based work.
What to review first
When opening Onboarding Dashboard, start with:
- provisioning snapshot details
- requested standard apps
- custom app discovery summary
- onboarding task counts
This helps you understand current onboarding posture before making changes.
Common next steps
From the dashboard, you may:
- review requested apps
- assign onboarding tasks
- review or create custom discovery
- provision requested apps
- open the organization onboarding board
- add comments and attachments where needed
Best practice
Use the dashboard for execution and progress tracking, then use the organization onboarding board for ownership-based review across workstreams.