Setup Roadmap


Overview of the setup journey

When you’ve watched the video, use this checklist to configure your system settings.

The Implementation Checklist is a read-only Google Sheet.

To save an editable version in Excel, after clicking on the link above, go to:

File > Download > Microsoft Excel.

Alternatively, you can sign in to your google account and save a copy of the Google worksheet. Go to:

File > Make a copy.

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