Your task list and what to do next

The tasks on the home screen and where to start once your documents are ready.

What is the task list on the home screen?#

A fixed list of 17 onboarding steps, in order, from watching the intro video through connecting each platform and reviewing your funnel in Analytics, with Connect Threads last. Every step is written out in the article "Start here: your first steps". Each task has short steps, a button that opens the right screen, and for some of them a short video.

Why do my tasks not tick themselves off?#

Tasks are completed manually with the checkbox. There is no automatic detection yet.

I have read all my documents and the audit. What am I actually supposed to do next?#

Go to Home and work through the task list in order. Your documents and the audit are the research; the task list is the actions built from it. It starts with the intro video and installing analytics, then the quick wins from your action plan, then connecting each platform one at a time. Each task has short steps, and some have a short video.

Does the site audit block the rest of the setup, or can I carry on with other tasks?#

It does not block you. You can work through the other tasks while the audit fixes are still open. It is better to finish the audit first, because the rest of the plan builds on what it found, but nothing is locked behind it.