How to Use Your “Getting Started” Task List

When you purchase an onboarding package from Marketing 360®, you’ll get expert help setting up your Marketing 360® account.

To guide you through onboarding, you’ll see a “Getting Started” task list on your Marketing 360 account’s dashboard. The tasks on this list are necessary to help you successfully set up your account.

How to use the Getting Started task list

On the top of your task list, you’ll see how many tasks remain, the estimated time left, and the percentage completed.

How to complete a task

To complete a task, click on the task name. This will automatically take you to the page where you can complete that task.

• Completed tasks will be green and marked as “completed.”
• Incomplete tasks will be orange and marked “action needed.”
• In-progress tasks will be blue and marked “in progress.”
• Gray tasks are disabled until prior tasks are complete.
  
  

Need help completing a task? Reach out to your Onboarding Consultant for assistance.