> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizzyco.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Setup Checklist
> Seven onboarding tasks that unlock the rest of Bizzy
The Setup Checklist is a home-page widget that tracks the seven things worth
doing when you first join an organization. It auto-completes as you work — most
tasks finish when you create the matching entity somewhere else in the product.
## The seven tasks
| # | Task | What it asks you to do | Auto-completes when |
| - | --------------------- | -------------------------------------------------------------------------------- | -------------------------------------------------------------------- |
| 1 | **Business profile** | Fill in your business name, description, and industries | You save the [Business profile](/user-guide/businesses/profile) |
| 2 | **Connect email** | Connect a Google or Microsoft account, or create an address on a verified domain | You add any [email address](/user-guide/email-addresses/index) |
| 3 | **Add domain** | Verify ownership of a domain, or register one through Bizzy | You add a [domain](/user-guide/domains/index) |
| 4 | **Connect phone** | Buy a phone number through Bizzy | You add a [phone number](/user-guide/phone-numbers/index) |
| 5 | **Add contact** | Create your first contact record | You add a [contact](/user-guide/contacts/index) |
| 6 | **Create automation** | Write a natural-language automation | You create an [automation](/user-guide/automations/index) |
| 7 | **Invite team** | Send an invitation to a team member | You invite an [organization member](/admin-guide/organization/users) |
## 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
Start with task 1
Work on task 2