Completing the onboarding checklist
What this is
Your dashboard shows a four-step getting started checklist that walks you through establishing your Cleverer baseline: invite your team, complete your own training, review your governance framework, and confirm your first management review.
What to do
Work through each step in order. Each step links to the relevant area of the platform. The checklist tracks your progress and tells you what to do next.
Why it matters
These four steps establish the minimum baseline Cleverer needs to track your governance activity. Until they are complete, your score will not reflect your full posture.
What happens next
Once all four steps are complete, the checklist is replaced with a confirmation that your baseline has been established. Cleverer then monitors your position automatically.
