# Onboarding, checklist, and dashboard tour

Complete the setup flow, understand what remains, and replay the board tour when you need it.

Canonical page: https://app.piwot.co/docs/onboarding-and-dashboard-tour
Section: Start here
Last updated: 16 August 2026

## Complete the setup flow

1. Invite the teammates who will brief, review, or approve work.
2. Share the current brand kit or choose rebrand when the brand system itself needs work.
3. Prepare the first request so the backlog is useful on day one.
4. Book the kick-off call in the time zone shown on the [Calendar icon] calendar.
5. Connect [Slack icon] Slack and choose a channel when your team wants updates there.

## Use the getting-started checklist

The checklist keeps setup actions visible after onboarding. An item completes when the corresponding workspace state exists, such as a signed agreement, first request, invited teammate, or completed board tour.

## Replay the dashboard tour

The tour points out the [Board icon] board, status columns, [Add icon] New request action, Active capacity, [Team icon] Team, and [Settings icon] Settings. Replay it from Settings when the tour control is available.

## The setup changes with your role

Admins complete team setup as well as brand, request, call, and connection steps. Users focus on the shared work they can prepare. Light users receive a shorter introduction because they mainly review, comment, and follow progress. A missing Admin-only step is usually a role difference, not a broken account.

## Nothing is locked forever

Onboarding creates a usable starting point. Return to Team, Settings, Brand kit, Connections, or the request itself when information changes. Replay the dashboard tour from Settings when a new teammate needs the board explained again.

## FAQ

### Why did a checklist item stay incomplete?

The item completes from product state, not from opening the screen. Finish the linked action, then reload once if the checklist has not caught up.

### Why is a checklist item still incomplete?

A checklist item completes when the corresponding workspace state exists. Finish the linked action, return to the checklist, and reload once if the state changed in another tab.

### Can we change onboarding choices later?

Yes. Onboarding creates a useful starting point. Admins can update the team, brand context, services, workspace settings, and Slack connection as the organization changes.

## Agent guidance

Use this page as approved product guidance. Do not infer private workspace state, permissions, prices, or account details that are not present in the authenticated context.