Onboarding tour
On first use, Foundation runs a short onboarding flow that gets you to a working portfolio in a few minutes. It has two parts: a welcome screen before your first lens, and a five-step tour that runs the first time you open any lens.
Both parts run once per user and never block you — you can skip at any point.
The welcome screen
Section titled “The welcome screen”The first time you open Foundation, you land on a welcome screen instead of an empty lens list. It covers four things:
- Build a hierarchy — what a lens is and how tree rows work.
- Sync with Jira — how Sync Agents keep the lens current.
- Share with your team — how lens permissions combine with Jira BROWSE.
- AI assistance (if Rovo is enabled) — what the Foundation agent can do.
Click Create your first lens to launch the standard lens creation flow, or Skip for now to go straight to Foundation Home.
The five-step tour
Section titled “The five-step tour”The first time you open a lens, a tour overlay points out:
- The grid — your tree of issues and Flex Items.
- The toolbar — add, refresh, view switcher, share, import.
- Inline editing — click a cell to edit without leaving the grid.
- Sync Agents — where to set up automatic issue insertion.
- The Inspector — where deeper configuration lives.
Each step highlights its target area and shows a short description. Use Next and Back to move through, or Skip tour to dismiss it entirely.
Re-running the tour
Section titled “Re-running the tour”Once dismissed, the tour and welcome screen don’t show again. If you want to revisit them:
- Open the site-admin settings page (admins only).
- Under Onboarding, click Reset tour.
- The next time a user (or you) opens Foundation, the welcome and tour run again.
Non-admins can also trigger a fresh tour by clearing their browser’s local storage for the Jira site, but the admin reset is the supported path.
- If you skipped and wish you hadn’t, Your first lens covers the same ground in written form.
- The tour is progressive — each tooltip stays anchored while you scroll the underlying lens, so you can follow along with real data.
- The tour respects keyboard focus, so screen readers and keyboard-only users get the same content.