Onboarding
How TrialStack tracks onboarding progress for guided tours and early workspace setup.
Treat rollout as visible work
flowchart LR
Setup[Setup step] --> Onboarding[Onboarding progress]
Onboarding --> Ready[Ready for live work]
Onboarding in TrialStack is a tracked workflow, not just a welcome screen. It helps teams move through setup in a visible way so administrators can see what is done and what still needs attention.
Complete it in parts
Onboarding progress is recorded per guided tour or setup flow. That makes it workable across multiple sessions and across teams that split setup responsibilities.
Use it to reach the first live workflow
The usual sequence is:
- confirm admin ownership
- complete the first-run orientation
- establish the first users, organizations, and sites
- decide which records will be used first
- align on review expectations for approvals, revisions, and AI-assisted work
Know when enough is enough
Most teams are ready to move into day-to-day work once ownership is clear, the first workflow is chosen, and users understand the difference between drafting, review, and governed change.