What Does Previewing Do?
Previewing allows you to view your onboarding experience exactly as a user would—without needing to assign it or create a test account. This helps you verify:
Task order
Task names and instructions
Attached content (videos, links, downloads)
Prerequisite behavior
Visual formatting and layout
Previewing is the quickest way to confirm that your onboarding flow looks and feels correct.
Why Previewing Matters
Previewing your onboarding experience helps you:
Catch formatting issues early
Verify task clarity and simplicity
Ensure content appears correctly
Confirm prerequisites unlock properly
Improve the overall user experience
Fixing issues before real users see them prevents confusion and support requests.
How to Preview Your Onboarding Experience
Click Preview button in the top right of your Admin Dashboard.
Find the Onboarding section on the Preview Dashboard and click which Onboarding Experience you want to view.
View your onboarding tasks in sequence.
Click into each task to verify instructions, content, and completion behavior.
Navigate through the flow to confirm task order, prerequisites, and overall usability.
Make any necessary edits to tasks, instructions, or formatting.
Preview mode does not require a user account and does not record task completion.
What to Look for When Previewing
Task names:
Are they clear and action-oriented?
Instructions:
Are they brief, simple, and easy to follow?
Content:
Do videos, downloads, files, or links appear correctly?
Prerequisites:
Do tasks unlock in the correct order?
Completion rules:
Is it obvious how to mark a task complete?
Overall flow:
Is the experience smooth, simple, and encouraging?
Best Practices
Keep the preview open while editing tasks
Check every task for clarity and correctness
Test prerequisite paths carefully
Verify videos or files load quickly
Ensure the flow feels short and achievable
Review on both desktop and mobile if possible
A smooth preview experience leads to a smooth user experience.
FAQ
Does previewing complete tasks?
No. Previewing does not track or save task completion.
Can I preview tasks in any order?
Yes. You can open any task, but prerequisites still visually indicate locked steps.
Do users see the same layout as preview mode?
Yes. Preview mode mirrors the user-facing view inside their dashboard.
Should I preview before testing as a new user?
Yes. Previewing allows you to fix issues quickly before doing a full test login.