Accessing the Setup Checklist in Noterro

When you create a Noterro account, the Setup Checklist will guide you through configuring your account. The checklist ensures you complete all the essential tasks to start smoothly.

How to Access the Setup Checklist From the Home Page

1. Log in as the Admin.
2. Click on the Question Mark Icon in the top left header (next to the bell icon).
3. Locate Setup Check List. It includes ten essential tasks for setting up your account.
4. Click the View Checklist button to see the list of tasks.

Completing Tasks on the Checklist

After completing each task, simply check the corresponding box in the checklist. If you need more information about a specific task, click the Learn More button next to it.

Important Note: Once you have completed all ten tasks, the Setup Checklist will no longer appear on your Home page.