Timeline Overview
Your onboarding timeline shows the journey from start to finish, broken into manageable phases. Each phase contains specific tasks that move you toward successful implementation.Understanding Phases
What Are Phases?
Phases (sometimes called milestones) are logical groupings of related tasks:| Common Phases | Description |
|---|---|
| Kickoff | Initial meetings, introductions, goal setting |
| Configuration | Setting up your account and preferences |
| Integration | Connecting systems and data |
| Training | Learning the platform |
| Go-Live | Launching to your team |
| Optimization | Fine-tuning after launch |
Phase Statuses
| Status | Visual | Meaning |
|---|---|---|
| Not Started | Gray circle | Phase hasn’t begun |
| In Progress | Blue circle (animated) | Currently active phase |
| Completed | Green checkmark | Phase is finished |
| Blocked | Orange warning | Waiting on something |
The Visual Timeline
At the top of your Tasks page, you’ll see a horizontal timeline:Reading the Timeline
- Phases appear left to right in sequence
- Lines connect phases showing the flow
- Current phase is highlighted with a pulsing indicator
- Completed phases show checkmarks
- Future phases are dimmed
Timeline Interactions
- Hover over a phase to see its name and status
- Click a phase to jump to its details in the accordion below
Phase Accordion
Below the visual timeline, each phase expands to show detailed information.Expanding Phases
Click any phase header to expand or collapse it:Phase Information
Each phase shows:| Element | Description |
|---|---|
| Phase name | The title of this phase |
| Status badge | Current status (In Progress, Completed, etc.) |
| Progress bar | Percentage of tasks completed |
| Task count | X of Y tasks complete |
| Task list | Individual tasks within this phase |
Task Details
Within each phase, tasks are listed with key information:Task Cards
Each task card displays:- Title - What the task is
- Description - Additional context
- Status - Pending, In Progress, Completed, etc.
- Type icon - Form, document, meeting, etc.
- Action button - For tasks requiring your input
Customer vs. Vendor Tasks
| Task Type | Your Action |
|---|---|
| Customer task | Shows action button - click to complete |
| Vendor task | View only - your success team handles this |
Customer tasks are highlighted with an “Action Required” or similar badge.
Progress Tracking
Overall Progress
At the top of your Tasks page:- Large percentage showing overall completion
- Count of pending actions
- Personalized welcome message
Phase Progress
Each phase shows its own progress:- Progress bar filling as tasks complete
- Fraction (e.g., “3 of 5 complete”)
- Percentage
Real-Time Updates
Progress updates immediately when:- You complete a task
- Your success team completes a task
- Tasks are added or removed
Urgent Tasks Section
Items needing immediate attention appear at the top:What Makes a Task Urgent?
- Blocked items - Tasks blocking other work
- Overdue tasks - Past their due date
- High priority - Marked as critical
Taking Action
Urgent tasks include direct action buttons:- Click to navigate to the task
- Complete to remove from urgent section
- Contact your CSM if blocked
Recently Completed
See what’s been accomplished recently:- Tasks you’ve completed
- Tasks your success team has finished
- Completion dates
Tips for Success
Focus on Current Phase
Complete tasks in the current phase before looking ahead
Address Blockers First
Urgent/blocked items should be your priority
Check Progress Regularly
Review your timeline weekly to stay on track
Ask Questions
Contact your CSM if any task is unclear
What’s Next?
Completing Actions
Learn how to complete different task types
Uploading Documents
Submit required files