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Help Center / Getting started / The Get started checklist
The Get started checklist
The checklist in your sidebar, what each step means, and how steps check themselves off.
New workspaces see a Get started card in the sidebar. It lists first steps and checks them off by itself as you do the real thing. There is nothing to tick manually.
How it behaves
- It shows up to five unfinished steps at a time. As you finish one, it drops off and the next slides in.
- The steps depend on the apps you've turned on. Add Invoices and "Send your first invoice" appears; remove it and the step goes away.
- When every step is done the card disappears. You can also close it earlier with the ✕.
- Sample data never counts. Sample clients, projects, invoices and tasks are ignored, so the checklist only reflects your real work.
The steps
| Step | Completed when | Needs the app |
|---|---|---|
| Add your first client | You've created a real (non-sample) client | Always available |
| Add your first app | You've turned on any app from the App Library | Always available |
| Customise your branding | You've added a logo or changed the primary color | Always available |
| Invite a team member | Your workspace has more than one member | Always available |
| Create your first project | You've created a real project | Projects |
| Send your first invoice | You've created a real invoice | Invoices |
| Send your first proposal | You've created a proposal | Proposals |
| Send your first contract | You've created a contract | Contracts |
| Send your first form | You've sent a form to someone | Forms |
| Request your first document | You've created a document request | Doc Requests |
| Send your first message | You've posted a message | Messages (always on) |
| Add your first task | You've created a real task | Tasks |
| Log your first time entry | You've logged time | Time Tracker |
| Add your first resource | You've added a resource | Resources |
| Save your first template | You've created a project template | Templates |
| Publish your first article | You've written a Help Center article | Help Center |
Customising your branding requires the Professional plan or above, so on Free and Starter that step stays open until you upgrade.
Each step links straight to the right page. Start with Inviting your first client.
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