After the initial launch tour, the Guided Workspace Setup keeps configuration organized. A dynamic checklist and AI helpers ensure nothing slips through the cracks.
Config with confidence
Every task includes context, prerequisites, and AI assistance, making it easy for administrators to collaborate without stepping on each other's toes.
Checklist Highlights
- Domain verification progress and DNS status tracking.
- Lifecycle refinement for stage definitions, success metrics, and automation triggers.
- Security baseline tasks covering roles, permissions, and authentication policies.
- Integration enablement to connect email, calendars, CRMs, and custom webhooks.
Working the Checklist
Review Task Priorities
Items are ordered based on impact and dependencies. Start at the top to maintain momentum.
Expand Task Guidance
Open each task for detailed instructions, recommended owners, and estimated completion time.
Launch AI Helpers
Ask the embedded assistant to perform actions (e.g., generating lifecycle stages) or to clarify steps.
Collaborate with Teammates
Assign tasks, @mention colleagues, and leave notes so ownership stays clear.
Mark Complete & Auto-Unlock Next Steps
Finished tasks trigger follow-on items and update your progress dashboard automatically.
Best Practices
Stay aligned
Schedule a short weekly review to track progress, surface blockers, and celebrate milestones.
- Use tags or labels to group tasks by department (ops, success, IT) for quick filtering.
- Attach documentation or decision records directly to checklist items for future reference.
- Leverage audit logs to understand who completed each configuration step and when.
Moving Forward
Once the checklist is complete, you're ready to onboard your first client portal. Head to First Portal Go-Live to publish with confidence.