Tracking Progress
The onboarding dashboard gives your team an at-a-glance view of where every client onboarding stands. The settings page lets admins configure defaults and notification behaviour for the whole workspace.
The Onboarding Dashboard
Go to Client Onboarding to land on the dashboard. It shows:
| Metric | Description |
|---|---|
| Active Onboardings | Count of onboardings currently in progress |
| Completed This Month | Onboardings closed during the current calendar month |
| Overdue | Onboardings past their due date that are not yet complete |
| Average Progress | Mean completion percentage across all active onboardings |
Below the summary, a table shows the 10 most recent onboardings with their assigned user, linked contact, and current status.
The Onboardings List
Go to Client Onboarding → Onboardings for the full list. You can:
- Search by title or reference number
- Filter by Status: pending, in_progress, on_hold, complete, or cancelled
Each row shows the reference number, title, linked contact, assignee, status, and due date. Click any row to open the detail page.
Onboarding Statuses
| Status | Meaning |
|---|---|
| Pending | Created but not yet started |
| In Progress | At least one step has been worked on |
| On Hold | Paused; waiting on the client or external dependency |
| Complete | All required steps done; closed automatically when completion conditions are met |
| Cancelled | Onboarding abandoned |
Configuring Onboarding Settings
Go to Client Onboarding → Settings to configure workspace-wide defaults:
| Setting | Description |
|---|---|
| Default Template | Template pre-selected when creating a new onboarding |
| Default Assignee | User pre-selected as owner for new onboardings |
| Default Due Days | How many days from creation the onboarding due date is set (0–180) |
| Default Step Due Days | How many days from start individual steps are due by default (0–90) |
| Completion Mode | Required Steps — onboarding closes when required steps are done; All Steps — every step must be done |
| Welcome Message | A message displayed to staff at the top of new onboarding forms |
| Auto-Start on Create | Automatically set status to in_progress when an onboarding is created |
| Require Due Date | Prevent saving an onboarding without a due date |
| Step Assignment Notifications | Send a notification when a step is assigned to a user |
| Onboarding Completed Notifications | Send a notification when an onboarding closes |
| Show Template Guidance | Display the template description on the onboarding create form |
Click Save Settings after making changes.
Set a sensible Default Due Days value based on your typical onboarding timeline. This saves every team member from having to calculate the due date manually on every new onboarding.
If Require Due Date is enabled, make sure Default Due Days is at least 1. The system will reject the settings update if both are configured in conflict.
See Creating Templates to set up reusable blueprints, and Checklists & Tasks for step-by-step guidance on running an onboarding.
