Welcome to Intuitive Code! To make your onboarding process as smooth as possible, we’ve created an interactive guide that provides suggested steps and resources tailored to new clients. This guide is designed to help you visualize and organize your journey with Intuitive Code in the way that works best for you.
How to Use the Interactive Guide
Our interactive guide offers multiple view options to help you better understand and track your onboarding steps. To switch between views, simply click on the corresponding icon at the top of the guide:
- List View
- See each step in a straightforward, linear list format, making it easy to go through tasks sequentially.
- Board View
- Organize steps into columns for a board-style layout. This view is ideal if you prefer a more flexible approach and want to group steps based on status or priority.
- Mind Map View
- Visualize the steps in a branching, interconnected map. The mind map view allows you to see how each step connects, giving you a holistic view of your onboarding journey.
- Table View
- View the guide as a table with detailed information in each row. This format lets you compare steps side by side, showing progress, deadlines, and additional notes for each task.
- Calendar View
- Track your onboarding schedule in calendar format. This view is perfect if you prefer a timeline-based approach, showing you upcoming sessions, events, and deadlines for completing steps.
Suggested Steps for New Clients
The guide includes essential steps such as:
- Account Setup and Access
- Guidance on creating your account, accessing Microsoft Teams, and setting up notifications.
- Platform Introduction
- Overview of key features, including AI agents, live commentary channels, and your personalized support team.
- Training and Masterclass Schedule
- Details on upcoming masterclasses, onboarding sessions, and educational resources available to you.
- Exploring AI Tools and Resources
- Suggested actions for using AI-driven analytics, interactive dashboards, and the knowledge base to maximize your experience.
Interactive Guide
To start using the interactive guide, select the view that best suits your style. As you complete each step, mark it as done to track your progress and keep your onboarding organized.