When you sign up to Manager Toolkit, a Getting Started journey is created for you automatically. It walks you through every core feature with one task per feature, and most of those tasks complete themselves as you actually use the product.
You can find your Getting Started journey on the Journeys board. It looks the same as any other journey, with milestones and tasks. The difference is in how it behaves.
Personalised on Sign-up
The first task is "Add your people to your team". When the journey is created, it picks up the team you nominated during onboarding and rewrites that task as Add your people to [Team Name], substituting your actual team name. The link inside the task takes you straight to that team's detail page rather than the generic Teams list.
This means the task reads as a concrete next action rather than a generic prompt, and one click takes you to exactly where you need to be.
Auto-Completion
Most Getting Started tasks complete themselves the moment you do the matching action elsewhere in the platform. You don't have to come back to the journey and tick anything off.
The events that auto-complete tasks include:
- Adding a team member completes "Add your people to your team".
- Creating an additional team completes "Create more teams".
- Logging your first catchup completes "Hold your first catchup".
- Capturing your first meeting note completes "Log your first meeting".
- Creating an action completes "Create your first action".
- Creating a reminder completes "Create your first reminder".
- Adding a document completes "Add your first document".
- Creating a survey completes "Create a Capture the Pulse survey".
- Creating a project completes "Create your first project".
- Setting a target completes "Create a target for your team".
- Building a retrospective completes "Build your first retrospective".
- Starting another journey completes "Start a new journey".
If a task hasn't auto-completed and you're sure you've done the action, you can tick it off manually from the journey detail page.
Hyperlinked Task Titles
Each Getting Started task carries a deep link to where the matching feature lives. The task title shows a small link icon in front of it; clicking the title opens the relevant page in a new tab (or in-place for in-app destinations).
Hiding the Journey
If the Getting Started journey isn't useful to you, hide it from the board. Click the hide icon on the card and it disappears from the kanban without being deleted. You can bring it back via the View hidden filter on the journeys page.
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