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Admin path: first week

Ordered checklist to stand up Chekku as an administrator.

Video coming soon

Admin path: first week

id: academy-path-admin-first-week · ~2–4 min

Record this lesson video, then set src on <LessonVideo id="academy-path-admin-first-week" />.
Chekku dashboard for admins
Use this path as your first-week checklist on the web.

Audience: Admin

Follow this path in order. Each link is a short Academy lesson.

Day 1–2: Foundation

  1. Getting started
  2. Roles and access
  3. Web for the office, mobile for the field
  4. Places basics

Day 3–4: Visits and forms

  1. Visits day-to-day (office side)
  2. Forms overview
  3. Create a form
  4. Builder workspace
  5. Field types catalog
  6. Add and configure fields

Day 5: Publish and prove it works

  1. Form settings, notifications, visit types
  2. Save, publish, and mobile sync
  3. Mobile for field teams — hand a test phone to a colleague
  4. Review form responses

Week 2 stretch (optional)

On this page

Day 1–2: FoundationDay 3–4: Visits and formsDay 5: Publish and prove it worksWeek 2 stretch (optional)Related