Finish setup with the launch checklist

Use the Getting started card on your admin home to finish setting up a new workspace: which steps appear, how they complete on their own, and how to skip one.

JM
James Morton
Written By James MortonLast updated about 2 hours ago

The Getting started card on your admin home tells you exactly what's left to set up a new workspace. This article explains which steps it shows, how they complete, and how to skip one.

Where to find it

Open the admin dashboard home page. The Getting started card sits at the top, with a progress bar showing how much of setup is complete. It works through your steps one at a time: the current step shows a short explanation and a Start button that takes you to the right page.

The card disappears once every step is done or skipped.

Which steps you see

The steps follow the modules you have turned on in Admin > Settings > General. Turn on a module and its step joins the list.

Step

Shown when

Completes when

Create a feedback board

Always

You have at least one board

Share your feedback board

You have a public board

You copy the board link, the widget is found on your site, or you receive your first customer post or vote

Publish your first update

The Changelog module is on

You publish a changelog entry

Connect Messenger

The Support module is on

The widget loads on your site with Messenger enabled

Set up Quinn

The Support module is on and Quinn is available

Quinn is on and set to answer customers

Write your first article

The Help Center module is on

You have a help center article

Add a service

The Status module is on

Your status page has its first service

Steps complete on their own when the thing they describe happens. There's nothing to tick off by hand.

Skip a step

Not every step applies to you right now. Click Skip on the current step to move past it. Skipped steps no longer count toward your progress.

When a step is blocked

A step can't be started when:

  • Its module is off. Ask a workspace admin to turn the module on in Admin > Settings > General.
  • You've reached your plan's board limit. Remove a board or upgrade your plan.
  • You don't have permission. Ask a workspace admin to complete the step.

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