Onboarding checklist
Knock out the setup essentials so your workspace is ready to stage.
- 1
Open the checklist
Find it on your dashboard.
- On the homepage dashboard, find the Finish setting up your workspace card.
- Each item links straight to where you complete it.
- 2
Work through the steps
Inventory, project, branding.
- Add your first inventory, create your first project, and stage your first items.
- Optionally invite a teammate and brand your workspace.
Tips
- The checklist tracks progress (e.g. 3 of 4 done) — it disappears once you finish.
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