Onboarding Flow
Complete a small sequence of meaningful actions so your workspace is configured for real progress from day one.
Who this is for
New members in their first week who want to build a complete execution system quickly.
What you will complete
- Create your first goal and high-level steps.
- Add at least one daily to-do and calendar block.
- Set your North Star and capture one lesson or reflection.
- Submit one journal entry and run one AI analysis.
Step-by-step
- Review the welcome modal and confirm communication preferences (daily email starts on by default and can be toggled off).
- Enable push (optional). If you are on desktop, enable it from your phone using the same account.
- Complete the dashboard onboarding checklist in order.
- Open your first suggested quick-win task and execute it.
- Finish the remaining checklist tasks, then select "Go to dashboard" to complete onboarding.
Reward and trial notes
During the 5-day trial, completing onboarding tasks can unlock current trial reward offers shown in-product. Offer terms are shown directly in your dashboard when available.
Common issues and fixes
- Checklist not updating: refresh dashboard and retry the exact task action.
- Missing push prompts: re-open app settings and allow notifications.
- No quick-win modal: complete goal setup first, then return to dashboard.