How It Works

Follow each step in Cards.

  • Demo Mode data is isolated from your organization.
  • Actions in Demo Mode are for learning and do not change live customer work.
  1. 01

    Choose Demo Mode from the Cards entry experience or account controls.

    Cards screen demonstrating step 1: Choose Demo Mode from the Cards entry experience or account controls.Select Demo from the workspace header
    Step 1 screen focusChoose Demo Mode from the Cards entry experience or account controls.
  2. 02

    Select the Full Demo workspace when you want examples across roles and product areas.

    Cards screen demonstrating step 2: Select the Full Demo workspace when you want examples across roles and product areas.Confirm Full Demo Mode in Seed Mode
    Step 2 screen focusSelect the Full Demo workspace when you want examples across roles and product areas.
  3. 03

    Use the demo-user switcher to understand how Worker, Manager, Client, and Admin experiences differ.

    Cards screen demonstrating step 3: Use the demo-user switcher to understand how Worker, Manager, Client, and Admin experiences differ.Use the demo-user selector to change roles
    Step 3 screen focusUse the demo-user switcher to understand how Worker, Manager, Client, and Admin experiences differ.
  4. 04

    Open Stack, Plan, Pressure, Load, and other views and follow the sample work.

    Cards screen demonstrating step 4: Open Stack, Plan, Pressure, Load, and other views and follow the sample work.Explore Plan, Pulse, Load, Pressure, Calendar, and Stack
    Step 4 screen focusOpen Stack, Plan, Pressure, Load, and other views and follow the sample work.
  5. 05

    Exit Demo when you are ready to return to your organization.

    Cards screen demonstrating step 5: Exit Demo when you are ready to return to your organization.Use the Demo menu when you are ready to leave or reset
    Step 5 screen focusExit Demo when you are ready to return to your organization.
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