Finish setting up Nova

See what is left to set up before your team goes live, mark steps done, snooze the ones that can wait, and open each one.

In the sidebar, open Administration, then choose Setup Checklist under Company. The page address is /settings/org/setup. The page heading reads Nova Setup.

Steps

1. Read the counts at the top: Complete, Actions, Snoozed and Remaining. The button beside them opens the most useful next step, and anything blocking your launch is listed underneath with a button to fix it.
2. Work through Guided setup. It shows one step at a time with Required on the ones you must finish; press the step's button to go straight to the page that finishes it.
3. To see every step, pick an area in the row of tabs (such as company, records, operations, billing or communications). Each tab shows how many of its steps are done.
4. When a step is done, press Mark reviewed. Press Mark not done to put it back.
5. For a step that can wait, press Snooze 1 day. Press Unsnooze to bring it back sooner. A step that does not apply to you can be put aside with Skip, and Restore brings it back.

What you see

• Steps marked Required need doing before your team goes live. Steps for features your plan does not include are left out.
• Provisioning repair at the bottom shows whether Nova finished building your organization's starting setup. Press Re-run checks (or Repair provisioning when something is missing) to have Nova check and fill it in again.
• Edit dashboard lets you show the same checklist on your dashboard.

If something looks different

• Mark reviewed, Skip and the repair button are missing: your role can see the checklist but not change it.

Open Setup Checklist