First-Day Checklist

Use this checklist alongside Getting Started. Your first-day goal is to have one customer and one piece of work you can find and follow up on.

Workspace essentials

• Create your account, verify your email, and finish guided setup.
• Confirm you are in the correct workspace.
• Check your business name, region, and currency.
• Enable CRM and Productivity if you are following the getting-started walkthrough.
• Review any starter assets created during onboarding before using them.

If you joined an existing workspace, accept your invitation and confirm your access with the owner. You can skip workspace configuration.

Your first customer and work

• Search CRM for your customer before creating another contact.
• Add the contact if needed and check their email address.
• Link their company account if relevant.
• Create or open the project you will use for their work.
• Add one task with an assignee, due date, and enough detail to start.
• Reopen the task and confirm it belongs to the right project.

Before involving other people

Complete only the checks that apply to your next step.

• Before inviting teammates, review their roles and test access with one person.
• Before sending an invoice, check your business identity, currency, totals, payment terms, and payment method in the preview.
• Before sharing a booking page, check calendar connections and availability.
• Before sending a document, review its content and recipient email.
• Before sharing a public link, open it in a private browser window.
• Before a large import, import a small batch and check the resulting records.

Use an email address you control for test messages and clearly label practice records so teammates can recognize them.

Stop here for today if your first task is ready

You can add templates, custom domains, integrations, and automation when your work needs them. Choose your next guide from Getting Started.

When you return tomorrow, open your project, check the next task, and update its status as the work progresses.