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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.
Setup checklist widget on the home page

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The seven tasks

#TaskWhat it asks you to doAuto-completes when
1Business profileFill in your business name, description, and industriesYou save the Business profile
2Connect emailConnect a Google or Microsoft account, or create an address on a verified domainYou add any email address
3Add domainVerify ownership of a domain, or register one through ShingleAIYou add a domain
4Connect phoneBuy a phone number through TelnyxYou add a phone number
5Add contactCreate your first contact recordYou add a contact
6Create automationWrite a natural-language automationYou create an automation
7Invite teamSend an invitation to a team memberYou invite an organization member

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How the widget behaves

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The first pending task is expanded

The top pending task is shown with its full description and a large Open button that takes you to the right page. Remaining pending tasks appear as collapsed rows underneath.

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Completed tasks vanish silently

There is no “Setup complete!” message. When you finish a task — by creating the matching entity — it disappears from the list. When all seven are done, the widget disappears from the home page entirely.

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Manual actions (Owner and Admin only)

If you have the Owner or Admin role, each pending task also shows:
  • Mark done — complete 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).
  • Dismiss — hide the task. Dismissed tasks move into a View dismissed section at the bottom of the widget, where you can Restore them later.
Users without the manage-setup-tasks permission see the same list but without these buttons — 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 buttons only exist for Owner/Admin edge cases.

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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.

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Next steps

Business profile

Start with task 1

Connect email

Work on task 2