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Planview Customer Success Center

New user onboarding

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Show example image of guide, and analytics that allow you to see the trends from that same guide


Provide users with interactive guides and walkthroughs that enable them to learn by doing, without leaving the product. Track progress with analytics to understand where users succeed and where they may need extra support. For less frequent tasks, deliver just-in-time guidance to help users quickly refresh their knowledge.

 

           

TIP

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