--- title: How to Access Your Ressio Training & Onboarding Tasks description: A step-by-step guide to navigating your Ressio onboarding and training tasks --- [Skip to content](https://help.ressiosoftware.com/how-to-access-your-ressio-training-onboarding-tasks#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Integrations](https://help.ressiosoftware.com/integrations?hsLang=en) 3. [Sero](https://help.ressiosoftware.com/integrations?hsLang=en#sero) # How to Access Your Ressio Training & Onboarding Tasks ## A step-by-step guide to navigating your Ressio onboarding and training tasks Our self-service tool is designed to keep us on track and accountable to our onboarding goals. Each task contains information to help familiarize you with a specific Ressio feature to drive success. --- #### Table of Contents 1. [Where Training Begins](https://help.ressiosoftware.com/how-to-access-your-ressio-training-onboarding-tasks#where) 2. [Accessing the Training Platform](https://help.ressiosoftware.com/how-to-access-your-ressio-training-onboarding-tasks#accessing) 1. [Logging in for the First Time](https://help.ressiosoftware.com/how-to-access-your-ressio-training-onboarding-tasks#accessing) 2. [How to Log In After Set-Up](https://help.ressiosoftware.com/how-to-access-your-ressio-training-onboarding-tasks#how) 3. [Navigating the Training Program](https://help.ressiosoftware.com/how-to-access-your-ressio-training-onboarding-tasks#navigating) 4. [Using Key Platform Features](https://help.ressiosoftware.com/how-to-access-your-ressio-training-onboarding-tasks#using) 5. [Managing Tasks and Chatting with Support](https://help.ressiosoftware.com/how-to-access-your-ressio-training-onboarding-tasks#managing) --- #### Where Training Begins After your **Ressio kickoff call**, you’ll receive an onboarding email from Ressio. This email is your entry point into the training platform. **Important:** - The email sender will appear as **notifications@app** from Ressio - If you don’t see the email, please check your **spam or junk folder** before reaching out to support ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/b935888d-27d2-4533-be7e-a5a568cdb761/cd91253d-75ab-47c0-bcc7-f78b1ac5869f/images/d0415c15-0777-425c-9b91-70a2f576b265.png) [\[back-to-top\]](https://help.ressiosoftware.com/how-to-access-your-ressio-training-onboarding-tasks#back-to-top) --- #### Accessing the Training Platform **Logging on for the FIRST Time** Inside the email, you’ll find a link that takes you directly to your onboarding project. When you click the link: - You’ll be logged into the training platform - You’ll land on the **Next Up** tab, which shows your immediate next steps - Your company name will appear alongside the Ressio logo ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/b935888d-27d2-4533-be7e-a5a568cdb761/cd91253d-75ab-47c0-bcc7-f78b1ac5869f/images/d37db744-9275-4810-a551-0a812c79cf19.png) **How to Log In After Set-Up** Once you are in for the first time, make sure to book mark **https://ressio.sero.so**. To log in after that, follow these steps: 1. Type in the URL: **https://ressio.sero.so** 2. This will bring you to the **Log In** screen. ![Screenshot 2026-03-09 at 4.53.25 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-03-09%20at%204.53.25%20PM.png?width=364&height=313&name=Screenshot%202026-03-09%20at%204.53.25%20PM.png) 1. Put in your email address and hit '**Continue**' 2. It will bring you to a screen letting you know a temporary login code has been sent to you email.  ![Screenshot 2026-03-09 at 4.30.40 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-03-09%20at%204.30.40%20PM.png?width=298&height=295&name=Screenshot%202026-03-09%20at%204.30.40%20PM.png) 3. Go to you email and look for an email from '**Ressio'**. Open the email. You will see a green button that says, '**Login to Ressio**'. This is your magic link. Below that button there is a message, "*This link and code will only be valid for the next 10 minutes. If the link does not work, you can use the login verification code directly:" * and the code in gray.  **Click** the button and it will bring you to your onboarding dashboard in Sero.  ![Screenshot 2026-03-09 at 4.30.20 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-03-09%20at%204.30.20%20PM.png?width=425&height=227&name=Screenshot%202026-03-09%20at%204.30.20%20PM.png) [\[back-to-top\]](https://help.ressiosoftware.com/how-to-access-your-ressio-training-onboarding-tasks#back-to-top) --- #### Navigating the Training Platform Upon entering the platform, the dashboard opens to the “Next Up” tab. This view highlights your immediate onboarding tasks. The navigation panel at the top left features: - Ressio logo - Your company name - Logout option ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/b935888d-27d2-4533-be7e-a5a568cdb761/cd91253d-75ab-47c0-bcc7-f78b1ac5869f/images/37e85897-8f25-43a9-9a0d-c9831623a9f0.png) Dashboard sections include: - **Home:** Task summary and onboarding key dates - **Next Up:** Immediate tasks and progress tracking - **Tasks:** All assigned tasks - **Chats:** Direct support communication - **Artifacts:** Relevant documents or resources [\[back-to-top\]](https://help.ressiosoftware.com/how-to-access-your-ressio-training-onboarding-tasks#back-to-top) --- #### Using Key Platform Features ##### Home Tab - Shows breakdown of your onboarding tasks - Lists key dates (start and onboarding completion targets) ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/b935888d-27d2-4533-be7e-a5a568cdb761/cd91253d-75ab-47c0-bcc7-f78b1ac5869f/images/46122c10-af89-4607-9cc9-13d8bedf84f2.png) ##### Next Up Tab - Displays your overall progress of the training program at the top - Displays immediate tasks to accomplish by you, Ressio, and your company - Reduces overwhelm by focusing on top priorities - Displays all chat threads on the right ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/b935888d-27d2-4533-be7e-a5a568cdb761/cd91253d-75ab-47c0-bcc7-f78b1ac5869f/images/2d9f216b-a4a0-4b00-9b82-e70062071865.png) ##### Tasks Tab Provides a comprehensive, more detailed list of all onboarding actions - Completed items are cleared automatically as progress is made - You can see title, status, assignee, dates and how long each task will take. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/b935888d-27d2-4533-be7e-a5a568cdb761/cd91253d-75ab-47c0-bcc7-f78b1ac5869f/images/a863b13c-113a-4ef5-9019-fc3bad968bae.png) [\[back-to-top\]](https://help.ressiosoftware.com/how-to-access-your-ressio-training-onboarding-tasks#back-to-top) **Chat Tab** You can see a comprehensive list of all chat threads under the chat tab. - Create a new chat by hitting the **+ New Chat** button. - See all chat threads - Message directly to your customer success coach ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/b935888d-27d2-4533-be7e-a5a568cdb761/cd91253d-75ab-47c0-bcc7-f78b1ac5869f/images/b11e8069-45de-4084-9f42-7abd66092604.png)**Artifacts Tab** An dedicated space to add files or links you would like to share with your coach. [\[back-to-top\]](https://help.ressiosoftware.com/how-to-access-your-ressio-training-onboarding-tasks#back-to-top) --- #### Managing Tasks and Chatting with Support ##### Working Through Tasks To start working through you tasks, click on your company's tasks or tasks assigned to you. - Select the first task in the list and click 'Open task' - Review the provided instructions and resources - Use the chat within each task to reach your coach if questions arise ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/b935888d-27d2-4533-be7e-a5a568cdb761/cd91253d-75ab-47c0-bcc7-f78b1ac5869f/images/f0b9e614-ed92-40aa-a811-6821719f2036.gif) After completing a task, mark it as 'Complete' to remove it from your list and proceed to the next step. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/b935888d-27d2-4533-be7e-a5a568cdb761/cd91253d-75ab-47c0-bcc7-f78b1ac5869f/images/d2aa91b2-e168-402c-ab6f-6f8d53027b88.gif) **Status Meanings:** - **Back-log** —Customer Coach status only - **To-do**—Assigned and not started - **In Progress**—Started it and working through the resources - **Stuck**—I need help. If this is the case, please message your coach - **Completed**—You read/watched all resource - **Canceled**—This is a customer coach status only Communicating via Chat With in a task, you can chat with your customer coach if you have questions. Chatting within a task threads the chat to that specific task. - Use the chat panel to message your Ressio customer success coach - View past conversations and initiate new ones as needed ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/b935888d-27d2-4533-be7e-a5a568cdb761/cd91253d-75ab-47c0-bcc7-f78b1ac5869f/images/61b9d1e1-9f50-46e5-9a98-1575e66385d6.png) [\[back-to-top\]](https://help.ressiosoftware.com/how-to-access-your-ressio-training-onboarding-tasks#back-to-top) --- If you have any questions or need further assistance, contact our support team at **support@ressiosoftware.com**. 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