Viewing onboarding statuses
To view the onboarding statuses of your workspace members:
- In your dashboard, go to People > Members
- Go to the Onboarding Status tab
On this page, you can see which of your new workspace members have completed three key onboarding steps:
- Accepting the workspace invitation
- Downloading the desktop time tracker
- Tracking time with WebWork
You can also see which version of the desktop app each member is using. Outdated versions will be highlighted in a red box.
Note: the Onboarding Status page does not display onboarding data for Project Viewers.
The Onboarding Status page offers several filtering options. These are:
- Members
- Teams
- Member Types
- Statuses
Under Statuses, you can select to see Active and Inactive members.
Inactive members are those who have not yet accepted their invitations.
Sending onboarding reminders
You can remind members to complete their onboarding with auto-generated reminders.
To send a reminder, click the purple arrow icon on the right of a member’s column to send via email.
