Workspace getting started checklist

Onboarding step with four goal tiles that order the sidebar, one pre-selected, and a note that every feature stays available regardless of the choice.

Onboarding import step with CSV dropzone, tool and API source tiles, a dry-run preview promise, and a skip link.

A developer install step with per platform commands behind tabs, numbered login and test commands, and a live row waiting for the first event.

Shows the rendered invite email teammates will receive above an editable personal message field, with recipient chips and a send button.

Three email and role rows with the retention stat that explains why the invite ask happens at onboarding.

Animated keyboard-shortcut lesson that highlights each key in sequence, reports completion, and links to the full shortcut reference.

A notification setup step with four channel toggle rows, a recommended badge, an email digest chooser, and a note that defaults apply per user.

Inline app-tour step blueprint with a highlighted target, coach-mark card, step 2 of 5 badge, and progress dots.

Onboarding role picker with three tiles showing what each role changes in the default layout, one selected.

Banner notifying users they are viewing sample data, with connect and clear actions and demo KPI cards below.

Four step horizontal stepper with dot states and an open invite panel under the current step.

An admin tracker with invited, finished, and stalled counts above per person rows showing avatar, setup progress, next step, and a nudge action.