The Getting Started checklist gives a new organisation one goal at a time. You pick a goal when setup ends, work through its steps, then choose what to try next.
Setup ends with the question What do you want to do first? Pick one answer:
Plan my Moonshot
Get my ideas out of my head
Send my first proposal
Grow my email list
Just show me around
Your answer sets the checklist you see first. You can change it later.
Your goal's steps show in the Getting Started card on your dashboard and under Getting Started in the sidebar. Each step has a button that opens the right place. Some steps start a short walkthrough that points at where to click. A step ticks itself off once you've done it.
Only owners see the Getting Started checklist.
Open the Getting Started card on your dashboard.
Choose Switch checklist.
Pick the goal you want to work on.
The list leaves out goals you have finished, goals your plan does not include, and the one you are already on. A goal you skipped earlier stays in the list with Skipped beside it, so you can pick it up again.
When you tick off the last step, a window opens with the medal you earned, for example Clear skies for getting your ideas out of your head. Below it are the goals you have left, with the suggested next one first. Choose Start beside a goal to begin its checklist, or choose Not now to close the window.
Closing the window keeps the same choices on your dashboard. The Getting Started card turns into You're all set, with a Start button for each remaining goal. It stays until you close it or start another goal.
To follow the first steps from sign-up, see Quickstart.
