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When you sign in, the home dashboard greets you by name and shows a setup checklist. It tracks the six steps that get a brand-new account ready to collect campaign tags. Each step completes on its own as you do the work, so you never tick a box by hand.

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The checklist at a glance

The checklist lives on the home dashboard (the first screen you see after signing in). A progress indicator shows how many steps are done, and a Next banner points you straight at the step to tackle next. Each step is a card with a short description and a button that takes you to the right place. Once a step is complete, its button is replaced with a Done marker and the title greys out. Work through them in order. Each builds on the one before it.
1

Build your governance model

A governance model is the container for your taxonomy: the fields, picklists, and rules your team tags against. Start from a template in the gallery or build one from scratch. This step completes once any governance model exists in your account.See Governance models and the quickstart.
2

Add your first field

Fields are the columns your taggers fill in, like utm_source, utm_medium, and utm_campaign. Add at least one field to your governance model. This step completes once any field exists.See the tutorial for a walkthrough of adding fields.
3

Create your first taxonomy

A taxonomy combines fields into a reusable schema for one use case (for example, a “Paid social” taxonomy). This step completes once any taxonomy exists.See Taxonomies.
4

Publish your first revision

Publishing locks the current schema into a revision so taggers and integrations can use it. Until you publish, a taxonomy cannot collect submissions. This step completes once any revision has been published.See Publish a revision.
5

Add a taxonomy to a workspace

Connect a taxonomy to the workspace where it will be used. Your account starts with a workspace named “Main”, so you usually just pick a taxonomy to attach. This step completes once any taxonomy is connected to a workspace.See Taxonomies for how taxonomies and workspaces fit together.
6

Invite a teammate

Add collaborators or reviewers to your account. This step completes once you have a second active member, or once you have sent at least one invitation (it counts even before the invite is accepted).See Invite team members.
When every step is done, the checklist drops off the dashboard. In its place the dashboard surfaces the parts of the product you use day to day: your campaign metrics, top links, work waiting for review, and recent activity.

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How completion is tracked

Completion is computed live every time the dashboard loads. There is no stored “I finished onboarding” flag and no way to dismiss or snooze the checklist. Each step simply checks whether the matching thing exists in your account right now. That has two consequences worth knowing:
  • Steps can revert. Because completion is recomputed each load, deleting the underlying record flips a step back to incomplete. For example, if you delete your only governance model, the checklist reappears.
  • Tracking is account-wide, not per person. The checklist reflects the whole account, not your individual progress. If you join an account that is already set up, you see the completed state, not a fresh checklist. The “Invite a teammate” step is already done in that case, because you are the extra member.

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Gotchas

  • No dismiss or snooze. The checklist is not something you can hide. It goes away on its own when all six steps are complete and comes back if the account no longer meets one of the steps.
  • A workspace already exists. Registration creates a workspace named “Main”, so the “Add a taxonomy to a workspace” step is about connecting a taxonomy, not creating the workspace first.
  • Invitations count before acceptance. “Invite a teammate” is satisfied as soon as you send an invitation. The invitee does not have to accept for the step to show as done.
  • The checklist is for account admins. Setting up the account is an admin task, so the checklist is shown to admins. A member who lands on an empty account sees a prompt to pick a taxonomy and submit tags instead.

Quickstart

Go from zero to a published taxonomy in a few minutes.

Governance models

The container for your fields, picklists, and rules.

Publish a revision

Lock your schema so taggers and integrations can use it.

Invite team members

Add collaborators and reviewers to your account.