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2.5The welcome tour and getting-started card

Chapter 2 · The Workspace and finding your way around·1 min read

The first time you sign in a short welcome tour points out the navigation pane, search, quick create, notifications, Settings and the Fusion AI button. Replay it at any time from Help → Take a quick tour.

The Getting started card on the Dashboard tracks six setup tasks (section 1.6). Close it with the ×; bring it back with Help → Show getting started.

23.2Getting help inside the appHelp menu (top bar) — Keyboard shortcuts (?), Command palette (⌘K), Show getting started, Take a quick tour, and links into the Helpdesk. Help Center — the…Notifications, help and support1.6The first things to do after signing upYour organisation works straight away, but a few minutes of setup saves corrections later. The Getting started card on the Dashboard tracks these six items:…Getting started3.1What is on the DashboardFrom the top down: Getting started card — shown while your organisation is new (section 1.6). Each unfinished task has a link that takes you to the right…Dashboard2.3The top barFrom left to right, on every page inside a module: Collapse / expand — narrows the rail to icons. Module switcher — the current module's name. Click it to…The Workspace and finding your way around