6.6 Onboarding Dashboard

With Pascal's 6.6 update, the Onboarding module in the Pascal ecosystem has received a new Dashboard page. On this page, new clients can be created, and an overview of your current clients is presented. This overview allows you to quickly get an overview of outstanding work by seeing the status of your active clients.

How It Works

1. Reviewing current clients:
   Switch between the statuses Waiting for client, In review and Waiting for approval to review which clients require attention. The All overview will show you all clients which have not been finalised, across all statuses.
2. Completed clients:
   As this overview focusses on clients which require attention and are not finalised yet, completed clients can be reviewed and opened in the Clients page.
   

How It's Beneficial

• Transparency: Clearly see which client onboardings are not completed yet.
• Efficiency: Focus on the outstanding work, with being able to review easily where actions are required.