Getting Started
Understanding the onboarding checklist
How the welcome checklist works, and how to return to it.
What you'll learn
- What each step is for
- How “I’ll do this later” works
- Where to find the checklist again
Step-by-step guide
Treat it as a guide
The five steps cover personalisation, staff, your first action, leadership invites and the Template Library.
Defer without guilt
Choose I’ll do this later to mark a step for later. It stays on the list and does not count as complete.
Completion happens by doing real work
Steps complete when you actually set branding, add staff, create an action, send an invite or use a library template — not by ticking a box.
Find it again
Owners can open Onboarding checklist from the dashboard Help link, or visit /welcome.
Tips
- Skipping onboarding only stops the gentle nudge — it does not delete the checklist.
Common questions
Can my deputy see the owner checklist?
The owner onboarding checklist is for owners. Deputies and administrators use Staff, Actions and Settings according to their role.