You can get an overview of the entire onboarding project by clicking Overview on the left side panel.




Here, you’ll find the following information:


  • Status (in progress, completed, etc.)

  • Start and end dates of your project

  • Percentage of completion of your project

  • The number of tasks that are:

    • Overdue

    • At-risk

    • Completed

    • Blocked

  • Phases of the project, as defined by your vendor (e.g., Discovery, Kickoff, Implementation, etc.)

  • A graph that visually displays planned vs. actual progress on the project

  • Business goals

  • Most recent updates (up to five)