Use First Steps
Open First steps from the global navigation to see setup activities tailored to your access and account state. Selecting an activity opens the QuickStart page where you can complete it. For supported activities, QuickStart detects the completed setup action automatically, updates the task’s progress, and can remove it from the remaining task list.
Before you begin
- Complete the QuickStart onboarding wizard.
- Make sure you have access to the setup pages required by the task. First Steps and individual tasks can be hidden when your access or account configuration does not support them.
Complete a First Steps task
- In the global navigation, select First steps.
- Review the available tasks. The list is tailored to your company and can change as you complete setup.
- Select a task.
- Follow the instructions on the page that opens. If QuickStart displays in-product guidance, complete the actions in that guidance.
- After completing the setup action, return to First steps. If the task has not refreshed yet, close and reopen the panel.
- Continue with another remaining task.
QuickStart tracks each task according to its completion goal. You do not need to mark supported tasks complete manually. A completed task can display completed status or disappear from the remaining task list. When no tasks remain, the panel displays You don’t have any more setup tasks.
Hide or show First Steps
To remove First Steps from the navigation, open the panel and select Hide First steps. Confirm by selecting Hide First steps again. Your progress is preserved. To show it again:
- Open the user menu and select My preferences.
- Select First steps.
- Turn on Show the First steps.
The preference is saved when you change the switch.