🎊 Congratulations on creating your first template!
Before you invite your colleagues to create their first space, check out our checklist.
To help your team members successfully create their first space, make sure, to use the checklist. This feature will guide your reps' through the template, ensuring they complete all the relevant steps for creating their first space.
Here’s how it works:
Access the checklist by clicking on the sidebar in the template.
The checklist will appear on the right-hand side of the screen, showing all the tasks for the current block.
As the space creator complete each task, the corresponding item in the checklist will be marked as complete.
By following these simple steps, your sales & onboarding reps can create their first space easily by using the interactive checklist, guiding them through the process. The checklist will appear like this in your spaces:
