Take a tour
Nutrient Workflow includes interactive product tours that guide you through key features and help you learn how to navigate the interface. These tours provide step-by-step walkthroughs to help you get the most out of the platform.
Accessing the tour
To start a tour at any time:
- Click the Help (?) icon in the upper-right corner of the top navigation bar.
- Select Take a Tour from the dropdown.
- Choose which tour you’d like to take from the available options.
Available tours
Currently available tours include only the introductory tour. Additional tours covering specific features and workflows will be added in future releases.
Welcome to Nutrient Workflow tour
This introductory tour walks you through the essential features and navigation elements of Nutrient Workflow. It’s designed to help new users understand the platform and start working.
The tour covers:
- Top navigation bar and main menu options
- How to access your tasks and requests from the dashboard
- User profile settings and account management
- Help menu and support resources
During the tour
While taking a tour:
- Follow the highlighted areas and on-screen instructions.
- Click Next to advance to the next step.
- Click Previous to go back to the previous step.
- Click Skip or the X icon to exit the tour at any time.
The tour will guide you through actual interface elements, helping you learn by viewing real examples.
Retaking a tour
You can retake any tour as many times as you’d like. Access the help menu again and select Take a Tour to choose which tour to start.
Use tours to:
- Refresh your knowledge of specific features.
- Learn about new capabilities as they’re added.
- Help train new team members.
- Explore parts of the system you haven’t used before.
New user experience
If your administrator has enabled the welcome dialog, new users will automatically see a prompt to take the introductory tour when they first log in. You can choose to start the tour immediately or skip it and access it later through the Help (?) icon.
For more information about the tour configuration, refer to the onboarding tour configuration guide. For more information about getting started with Nutrient Workflow, refer to the what is Nutrient Workflow guide.