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New Idea

Dynamic Progress bar/checklist

Related products:PX KC Bot
  • April 6, 2023
  • 1 reply
  • 60 views

  • Contributor ⭐️⭐️⭐️
  • 10 replies

I know this is similar to another topic, but I think our feature request is easier to implement. When we use the onboarding checklist/progress bar, it stays there. It would be great if the onboarding bar would not be shown to users that have completed it or if we could set other rules for users that probably don't need it anymore. For example: users seen more than x times in first x days. 
 

1 reply

JonathanR
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  • Contributor ⭐️
  • 1 reply
  • May 15, 2024

Interestingly, even when completing Gainsight PX’s own Onboarding Checklist, the progress bar remains.
The user completed the checklist but doesn’t need to be reminded of the fact every day. It is also taking up valuable screen real estate.

If a user completes the tasks within a checklist  - the progress bar should disappear at next log on or similar timeframe.


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