Adding A Launch Guide Checklist Step

Written By Steph Blair (Administrator)

Updated at June 24th, 2024

Let's dive into the Launch Guides feature, which provides essential checklists for clients to streamline their account setup and system implementation.

Launch Guides are detailed checklists that guide users through specific implementation steps, such as adding domains, integrating tools, and other crucial processes.

 

Adding checklist steps is straightforward. You can specify the step name, route, and description to provide clear instructions for users.
  • Checklist Step Name
  • Checklist Step Route
  • Checklist Step Description
  • Default Status
Each checklist step has a default status, allowing you to track progress and ensure that all necessary tasks are completed efficiently.

 

Launch Guides offers a structured approach to account setup and system implementation, empowering clients to navigate complex processes quickly and confidently.