Onboard Users with Checklists
The first time a user signs into a new Business Central company, they can see a banner that encourages them to start the Get started checklist to help them set up key information and get ready for business. As the administrator or reselling partner, you can customize the predefined checklists, and you can set up your own steps.
To add an item to the checklist
Sign in to Business Central at https://businesscentral.dynamics.com/.
Choose the
icon, enter Checklist Administration, and choose the related link.Choose the New action, and then choose Create checklist item.
Specify what you want to add to the checklist. Hover over a field to read a short description.
Tip
Tip:
If the step is for a setup guide, the Task field specifies the setup guide. If the step is for learning more, the Task field specifies the link to the article or e-learning module.