Common First Tasks: A Step-by-Step Checklist

Your First Week Checklist

Follow this checklist to get fully set up and comfortable with the platform. Check off each item as you complete it!

Day 1: Account Basics

• ☐ Verify your email address
• ☐ Complete your profile information
• ☐ Upload a profile picture
• ☐ Set your time zone and language preferences
• ☐ Enable two-factor authentication (2FA)
• ☐ Take the product tour

Day 2: Workspace Setup

• ☐ Create your first workspace/project
• ☐ Customize your workspace name and settings
• ☐ Explore available templates
• ☐ Set up your workspace preferences

Day 3: Team Collaboration

• ☐ Invite team members to your workspace
• ☐ Set up roles and permissions
• ☐ Create your first shared project
• ☐ Learn how to use @mentions and comments

Day 4: Customization

• ☐ Customize your dashboard layout
• ☐ Add widgets to your dashboard
• ☐ Set up notification preferences
• ☐ Create custom views and filters
• ☐ Bookmark frequently used pages

Day 5: Integrations & Advanced Features

• ☐ Browse available integrations
• ☐ Connect your first integration
• ☐ Set up automation rules (if applicable)
• ☐ Explore the API documentation
• ☐ Download the mobile app

Week 1 Wrap-Up

• ☐ Review your notification settings
• ☐ Set up email digests
• ☐ Join our community forum
• ☐ Subscribe to our newsletter
• ☐ Explore advanced features documentation

Need Help?

If you get stuck on any of these tasks:

• Check our detailed How-To Guides
• Watch our Video Tutorials
• Contact support via chat or email
• Join our community forum for peer help

✅ Completed Everything? Congratulations! You're now ready to use the platform like a pro. Consider exploring our advanced features next!