Onboarding Tutorial

The awork Onboarding Tutorial helps new users get to know their workspace step by step. It walks you through important features like creating projects, tracking time, working with docs, or using the planner.

As an admin, you can decide which parts of the tutorial are visible for which roles. This keeps onboarding clear and relevant - for example, for internal team members, external users, or admins.

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Key Benefits and Use Cases

Not every role needs all the content. By customizing your onboarding, you can:

• Reduce complexity for new users
• Focus content on the specific role
• help your team get up and running faster

The tutorial automatically adapts to the role settings you define.

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How to Set Up the Onboarding Tutorial

What Admins Can Control in the Onboarding Tutorial

In the permission settings for a role, admins can show or hide specific onboarding sections for users:

• Onboarding Progress
  Controls whether users with this role can see the leaderboard
• Admin Tasks (admin role only)
  Shows or hides admin-related content in the onboarding
• Time Tracking
  Shows or hides onboarding tasks for time tracking
• Docs
  Shows or hides onboarding tasks for awork Docs
• Planner
  Shows or hides onboarding tasks for the planner

Turn Sections On or Off for a Role

1. Open Settings
2. Go to Rights Management
3. Select the General Permission Roles you want to edit
4. Scroll down to Visibility of Tasks in Onboarding Tutorial
5. Enable or disable individual elements using the eye icon (Show/Hide)

Your changes apply to all users with this role.

This way, every role gets a customized onboarding without unnecessary complexity.

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How the Leaderboard / "Team Progress" Works

The Leaderboard shows how far users in your workspace have progressed through the onboarding tutorial. It makes progress visible and motivates teams to complete onboarding together.

• Enable Onboarding Progress to show the leaderboard for a role
• Disable Onboarding Progress to hide the leaderboard

To access team onboarding progress, click the Support & Help button in the top right, then click Go to Tutorial.

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User Onboarding

All users can access the user onboarding for free via the Onboarding Section, which is available directly in the awork workspace for introductory and training purposes.

When you're invited as a user to your team's awork workspace:

• Navigate to the Onboarding Section using the Support & Help button
• Click Go to Tutorial

The personalized guide is tailored to your permission level in awork, so you only see content that's actually relevant to you. For the best learning experience, we recommend going through the tutorials in the suggested order.

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FAQ

What is the awork Onboarding Tutorial?

It's a step-by-step tutorial that helps new users get to know the workspace and important features like creating projects, tracking time, working with docs, or using the planner.

Can I control which onboarding sections users see?

Yes. As a workspace admin, you can control which parts of the tutorial are visible for which permission roles.

Where do I change onboarding visibility for a role?

Go to Settings > Rights Management, select a General Permission Role, and enable or disable sections under Visibility of Tasks in Onboarding Tutorial.

How do I show or hide team progress?

Enable Onboarding Progress to show the leaderboard (which equals team progress) for a role, or disable the option to hide the leaderboard.

What happens if I hide an onboarding section for a role?

Users with that role won't see the corresponding onboarding tasks anymore, and hidden tasks won't count toward team progress.

Do admins always see team progress?

Yes. Admins always have access to the leaderboard. For all other roles, visibility depends on your settings.

I was invited as a user. How do I access the onboarding tutorial?

Click the Support & Help button in the top right, then click Go to Tutorial to open your personalized guide.