tasks
Create a task list for new users of what they need to set up or complete in order to start working. Include links to the learning material for those tasks. New small business owner and I was not sure what exactly I had to set up or edit before just jumping in so I learnt when doing the tasks that I needed to set up a default invoice as example
Phil Hamilton
shared this idea
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Phil Hamilton
commented
Creating a new user set up list which has a list of items for you to complete to set your business up so you know at a minimum what should be done like must do, should do, optional or good to do. Create a list to complete and refer to, also include a link to learning material