First time setup: what's the recommended order of steps?

Question

Just signed up and the empty state has a handful of setup options with no obvious order. Should I connect integrations first, invite the team first, or something else? Would rather not backtrack halfway through.

Owen Fischer · Accepted Answer

We did integrations last and regretted it a little, the invited teammates ended up re-doing some setup once the integrations landed. Invite the team first, connect integrations second, then customize views once everyone is in.

first Team · Answer

Agreed with the order above, and our setup guide under Getting started follows that same sequence if you want a checklist.

First time setup: what's the recommended order of steps?

Solution

2 replies