Short answer: Every member sees the status and completion percentage of all nine sections on the dashboard, and you can leave a section partway through and come back whenever you like.
How to see what is left
Open the portal dashboard. Every one of the nine sections shows a status and a completion percentage, and this is true for every member of the firm, not just the owner. Even sections you cannot open yourself, such as Financials and Vision & Leadership, show their status with a "Never shared" or "Only you" chip so you know they exist and roughly where they stand, without being able to see the content.
Note: Only the sections you have been given access to can be opened and edited. The rest are visible as locked rows on the dashboard.
Can I skip and come back?
Yes. Everything you enter autosaves as you go, so there is no need to finish a section in one sitting. Close it, work on something else, and return later; your progress is exactly where you left it.
Do I have to fill every field?
It depends on the section type:
Answer-only sections (Financials, Team Development, Optics & Finance, Vision & Leadership) reach 100% once every field is filled in.
Collection sections (Products, Systems & Tech, Client Journey, Team Rhythm, Your Team) work differently. Adding rows and details can only take the completion percentage up to 90%. To show as Complete, you need to use the explicit "mark done" action, which sets it to 100%.
Tip: If a collection section is stuck at 90% and you are confident it's finished, look for the "mark done" action rather than adding more rows.
Can I edit after marking done?
Yes. Marking a section done does not lock it. You can go back in and change details afterwards; the section simply reflects whatever state it's actually in.
