Open Setup to see everything that still needs configuring, grouped and ordered. Each task has a short summary, a button that takes you to the right screen, and — where useful — a "How to do this" link to the full Help article.
Steps
- Step 1: Open Setup from the navigation. First run walks you through it step by step; afterwards it stays available as a calmer overview.
- Step 2: Do the essential tasks first — these are what make your account ready to use. Setup checks completion automatically when you return.
- Step 3: For a recommended task you are not ready for, choose "Not now" to defer it or "Not relevant" to decline it. You can restore it later.
- Step 4: Items marked as ready by default (built-in calendar, transaction defaults, notification defaults) need nothing from you.
- Step 5: Use a task’s "How to do this" link when you want step-by-step Help before you start.
Good to know
- Setup decides what to do; Help articles explain how. A completed first run is not reopened, though Setup will flag a former essential that later becomes incomplete.
- Which tasks appear depends on your role, your plan, and your account type — you only see tasks that apply to you.