Getting Started Checklist

Updated Apr 4, 2026 Getting Started

When you first log into SampleHQ, your dashboard includes a Getting Started checklist. This checklist guides you through the initial setup tasks for your role and helps you get productive quickly.

How the checklist works

The checklist appears as a widget on your dashboard. Each item represents a setup task. As you complete tasks, they are checked off automatically. You do not need to manually mark them as done.

The checklist disappears from your dashboard once you have completed all the items. Until then, you can minimize it if you want to focus on other parts of the dashboard, but it cannot be dismissed or skipped.

Checklist items by role

The checklist is different depending on your role:

Owner and Manager

  • Set up custom fields for your samples
  • Create sample categories
  • Add your first sample
  • Invite a teammate
  • Connect your CRM
  • Create your first order
  • Upload your company logo
  • Fill in company information

Sales

  • Browse the sample catalog
  • Create your first order
  • Update your profile

Fulfillment

  • View the fulfillment queue
  • Process your first order
  • Print a packing slip

Minimizing the checklist

If you want more space on your dashboard while working through the steps, you can minimize the checklist widget. It stays accessible and will expand again when you click on it. Once every item is complete, the checklist removes itself from your dashboard automatically.

Quick Start: Fulfillment Team