The seven tasks
How the widget behaves
Open any task
Tasks render as an accordion. The first pending task is expanded by default, showing its full description and a large Open button that takes you to the right page. Click any other row to expand it instead — only one task is open at a time. Collapsed pending tasks keep a quick Open link so you can jump straight to the right page without expanding them first.Completed tasks move to the bottom
When you finish a task — by creating the matching entity or using Mark done — it moves to the bottom of the list with a check mark. Completed rows stay re-openable, so you can revisit the underlying page. There is no “Setup complete!” message: once every task is done, the widget disappears from the home page entirely.Manual actions (Owner and Admin only)
If you have the Owner or Admin role, each pending task also shows a Mark done button that completes the task without creating the entity — useful when you finished it through another path (for example, you imported a contact via API before opening the web app). Users without the manage-setup-tasks permission see the same list but without this button — the tasks still auto-complete based on entity creation.Auto-completion runs regardless of your role. Even a regular user can finish
the entire checklist just by using the product; the manual Mark done
button only exists for Owner/Admin edge cases.
When the widget appears
- At least one task pending: the widget renders on the home page.
- All tasks completed: the widget is hidden. The home page shows other dashboards (Eisenhower matrix, recent activity, etc.) in its place.
- Brand-new org with no tasks yet: the widget renders with all seven tasks pending.
Next steps
Business profile
Start with task 1
Connect email
Work on task 2