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Organization Onboarding

Coordinate onboarding work across an organization with the dashboard and the board.

Onboarding Dashboard

A structured view of organizational onboarding work, including provisioning, requested apps, custom discovery, and onboarding tasks.

Onboarding Dashboard Walkthrough

Use the Onboarding Dashboard to coordinate requested apps, custom discovery, and task-based onboarding work.

Onboarding Dashboard Screen Guide

Main parts of the Onboarding Dashboard for coordinating requested apps, tasks, and discovery work.

Organization Onboarding Board

A unified operational view for one organization, combining requested apps, onboarding tasks, and custom discovery.

Organization Onboarding Board Walkthrough

Coordinate onboarding work across requested apps, tasks, and discovery items for a single organization.

Organization Onboarding Board Screen Guide

Main parts of the Organization Onboarding Board for coordinating onboarding work across one organization.

How to Use the Organization Onboarding Board

Coordinate all onboarding work for a single organization in one place.

How to Assign an Onboarding Task

Make ownership clear during organizational or application onboarding by assigning tasks.

How to Update an Onboarding Task Status

Keep onboarding statuses accurate so teams know what is pending, active, completed, or blocked.

How to Assign a Requested App

Assign a specific user to review, coordinate, or progress a standard application request.

How to Create a Custom Discovery Request

Capture custom application needs that do not fit the standard catalog.

How to Reassign Work

Move a task, requested app, or discovery request to a new owner when the current owner is no longer right.