Gain visibility into each Map and where each company is in onboarding.
As a manager, before Onboard, you probably found yourself searching in multiple places or even asking your Onboarders where customers were in the onboarding process. Well we hope to change that for the better.
If you visit the Map tab, you'll see a full list of every Map that has been created. You'll notice that each map has a status. That statuses are defined as:
- New: No action has been taken.
- In Progress: At least one task has been completed.
- Launched: All tasks have been completed.
- Stalled: One or more tasks have passed their due dates.
If you would like to gain additional insight, you're able to click into each map and see exactly which tasks are complete and which tasks are outstanding.