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Setup Nudges

Short reminders for missing setup items that can block real business use.

Open feature

What this page is for

Use when the dashboard shows open setup warnings.

How to set it up

  1. 1Open each warning.
  2. 2Click Fix.
  3. 3Complete the linked setup page.
Demo workflow

Setup Nudges workflow demo

A workspace user opens Setup Nudges and needs to understand what action to take.

1

Open the page

Go to Setup Nudges from the sidebar or this docs page.

2

Check the state

Read the cards, empty-state message, filters, or table rows to understand current status.

3

Take action

Use the related setup page, action button, or linked workflow to complete the next step.

The user knows what the page does and which action moves the workflow forward.

Related pages