15 March, 2022


Version 20220202: get started card.

Feature: get started card

The get started tile is designed to improve and accelerate the onboarding experience for users. When customers register and login, they will be prompted with a series of ‘get started’ actions designed to highlight key aspects of the business management experience. The goal of the onboarding experience is to help users set up easily and accelerate the time-to-value. 

The 'get started’ steps will be found in the home board and prompt the user to complete high-value actions on the platform. This first version will guide the user to complete four key actions:

  • Connecting their first app 
  • Viewing data on a board
  • Creating a custom board
  • Setting up tile notifications

 Each prompt will include a brief description of the task and a call-to-action.

The get started card will track your progress as you complete each action. When all four are complete, users will be able to dismiss the popup from their home board. 

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