Known Issue: Onboarding Checklist Cannot Be Re-Opened After Dismissal
Known Issue: Onboarding Checklist Cannot Be Re-Opened After Dismissal
Status: Known issue — fix in progress (tracked in v0.1.126).
Summary
The onboarding checklist includes a dismiss button. Clicking it permanently hides the checklist for everyone in the organisation. There is currently no in-app way to re-open it.
This affects:
- Users who dismissed the checklist before completing all steps.
- New team members added after an admin dismissed the checklist — they never see it at all.
Technical Background
The dismiss button triggers a trpc.onboarding.dismiss.mutate() call. Once the mutation succeeds, the OnboardingChecklist component checks a dismissal flag and returns null, removing itself from the DOM entirely. No toggle, link, or route exists to reverse this.
Affected file: src/components/onboarding-checklist.tsx
Workarounds
Until the fix is shipped, you can access onboarding guidance through the following paths:
| Scenario | Workaround |
|---|---|
| You dismissed the checklist too early | Use the documentation (this site) to manually follow setup steps |
| A new team member can't see the checklist | Share a link to the Getting Started guide |
| You need a checklist reset | Contact support and request a dismissal reset for your organisation |
What the Fix Will Look Like
The planned fix changes the dismissal behaviour in three ways:
1. Collapse to a Ribbon (Not Full Hide)
Instead of removing the checklist entirely, the dismiss button will collapse it to a small progress ribbon:
[ Getting Started: 4/5 complete → ]
Clicking the ribbon re-opens the full checklist in a slide-over panel. This means the checklist is never truly gone — it is just tucked away.
2. Persistent Sidebar / User Menu Link
A Getting Started link will be added to the sidebar footer or user menu. This link opens the checklist as a slide-over panel at any time, regardless of whether it was previously dismissed.
3. Settings → Organisation → Setup Progress
The checklist will also appear as a Setup Progress section under Settings → Organisation. This gives admins a reliable, permanent location to review and complete onboarding steps — and ensures late-joining team members are not blocked by a dismissal made before they joined.
Frequently Asked Questions
Can I undo the dismissal myself? Not currently. The only in-app option is to contact support for a reset. This will be resolved in the upcoming fix.
Does dismissing affect all team members or just me? The dismissal is organisation-wide. If an admin dismisses the checklist, it is hidden for all current and future members of that organisation.
Will the fix reset my existing dismissal? The planned ribbon/collapse approach means the checklist state is preserved but re-accessible. Existing dismissed organisations will gain the sidebar link and the Settings → Setup Progress section as recovery paths without any manual reset required.