Getting Started Checklist

This comprehensive checklist helps new users get up and running with MONTON quickly and efficiently. Follow these steps in order to ensure you have everything set up properly for productive work.

Pre-Setup Requirements

Before You Begin

What you need to get started:

Valid email address for account creation
Organization invitation code (if joining existing organization)
Secure password that meets requirements
Modern web browser (Chrome, Firefox, Safari, Edge)
Stable internet connection

Account Information to Prepare

Information you’ll need during setup:

Full name (first and last name)
Job title or role
Department or team assignment
Contact phone number (optional)
Profile photo (optional but recommended)

Account Setup (First-Time Users)

Step 1: Create Your Account

Account creation process:

Navigate to the MONTON sign-up page
Choose “Create Organization” or “Join Organization”
Fill in personal information (name, email, password)
Enter organization details (if creating) or invitation code (if joining)
Accept terms and conditions
Complete account creation and verify email if required

First login steps:

Go to the sign-in page
Enter your email and password
Complete any additional verification steps
Access the dashboard for the first time

Step 3: Complete Your Profile

Profile setup essentials:

Navigate to User > Settings
Upload a professional profile photo
Complete all required profile fields
Add job title and department information
Set your time zone and regional preferences
Configure notification preferences

Essential Configuration

Step 4: Configure User Settings

Personal preferences setup:

Set your preferred theme (light/dark mode)
Choose your language preference
Configure date and time format preferences
Set up email notification preferences
Configure notification preferences
Review and adjust privacy settings

Step 5: Security Setup

Account security configuration:

Review password strength and update if needed
Enable multi-factor authentication (MFA) if available
Review active sessions and devices
Set up security notifications
Configure account recovery options

Step 6: Understand Your Role and Permissions

Role-based access understanding:

Identify your assigned role (ADMIN, MANAGER, CONTRIBUTOR, GUEST)
Review what features you can access
Understand your data visibility permissions
Learn about your project assignment capabilities
Familiarize yourself with approval workflows (if applicable)

Feature Exploration

Step 7: Dashboard Familiarization

Dashboard orientation:

Explore the main dashboard layout
Understand dashboard widgets and their purposes
Learn navigation menu structure
Test sidebar collapse/expand functionality
Explore quick action buttons and shortcuts

Step 8: Core Feature Setup

Essential feature configuration:

Time Tracking (if applicable):

Understand timesheet interface
Learn how to log time entries
Practice starting and stopping timers
Understand approval workflow for timesheets
Set up default time entry preferences

Project Access:

Identify projects you’re assigned to
Explore project dashboard and sections
Understand task assignment and management
Learn project communication features
Practice updating project status

Calendar Access:

Access the calendar interface
Create a test calendar event
Understand different calendar views
Configure calendar notification preferences

Team Connection

Step 9: Team Connection

Team collaboration setup:

Identify your team members and manager
Understand reporting structure
Learn team communication channels
Practice @mentioning team members
Set up team notification preferences

Step 10: Project Assignment

Project participation setup:

Review assigned projects with your manager
Understand your role in each project
Learn project-specific workflows
Set up project notification preferences
Practice project status updates

Learning and Training

Step 11: Documentation Review

Essential reading:

Read user role and permissions guide
Review time tracking documentation (if applicable)
Study project management basics
Understand security and privacy guidelines
Bookmark frequently needed documentation

Step 12: Keyboard Shortcuts

Productivity enhancement:

Learn basic navigation shortcuts
Practice time tracking shortcuts (if applicable)
Master form navigation shortcuts
Learn search and filter shortcuts
Print or bookmark keyboard shortcuts reference

Organization-Specific Setup

Step 13: Organization Policies

Company-specific requirements:

Review organization-specific policies
Understand time tracking requirements
Learn expense reporting procedures (if applicable)
Understand project workflow requirements
Review client interaction guidelines (if applicable)

Step 14: System Familiarization

System features exploration:

Explore all accessible menu sections
Test core functionality features
Understand data entry requirements
Practice common workflows
Review help documentation

Validation and Testing

Step 15: Feature Testing

Functionality verification:

Create a test time entry and submit it
Create a test calendar event
Update a task status (if assigned tasks)
Send a test message or comment
Practice using search functionality

Step 16: Browser Compatibility Testing

Cross-browser functionality testing:

Test MONTON in your primary browser
Verify all features work correctly
Test on different screen sizes if needed
Ensure notifications work properly
Verify responsive design on smaller screens

Final Steps

Step 17: Backup and Recovery

Account security measures:

Record backup codes for MFA (if enabled)
Understand password recovery process
Know who to contact for account issues
Understand data export capabilities
Set up account recovery contact information

Step 18: Support Resources

Help and support preparation:

Bookmark help documentation
Identify your organization’s admin users
Understand support escalation procedures
Join user community forums (if available)
Save technical support contact information

Step 19: Productivity Optimization

Workflow enhancement:

Customize dashboard widgets for your needs
Set up frequently used bookmarks
Configure notification timing for your schedule
Practice daily workflow routines
Identify areas for further training

Ongoing Maintenance

Step 20: Regular Review Schedule

Continuous improvement:

Schedule weekly settings review
Plan monthly password security check
Set up quarterly feature exploration
Schedule annual comprehensive review
Stay updated on new features and updates

Role-Specific Additional Steps

For ADMIN Users

Administrative setup tasks:

Review organization settings and configuration
Set up user management procedures
Configure organization-wide policies
Set up billing and subscription management
Establish security monitoring procedures

For MANAGER Users

Management-specific setup:

Understand team management features
Set up approval workflows
Configure team reporting preferences
Learn cost rate management (if applicable)
Set up team performance monitoring

For CONTRIBUTOR Users

Standard user optimization:

Focus on personal productivity features
Optimize time tracking workflow
Set up project collaboration preferences
Configure personal reporting needs
Master daily workflow efficiency

For GUEST Users

Limited access optimization:

Understand access limitations
Focus on assigned project features
Set up minimal necessary notifications
Learn basic collaboration features
Understand data visibility restrictions

Troubleshooting Preparation

Common Issue Prevention

Proactive problem prevention:

Understand browser requirements and compatibility
Know how to clear cache and cookies
Understand session timeout behavior
Learn basic network troubleshooting
Know when and how to contact support

Emergency Procedures

Crisis preparation:

Understand account lockout procedures
Know password reset process
Identify emergency contact procedures
Understand data recovery options
Know security incident reporting process

Success Metrics

Completion Validation

Verify successful setup:

Can log in successfully without issues
Can navigate all accessible features
Can perform core job functions in the system
Understand how to get help when needed
Feel confident using the system daily

Next Steps Planning

Continued learning and growth:

Identify advanced features to learn
Plan ongoing training schedule
Set productivity improvement goals
Schedule regular system review
Plan to help onboard future team members

Quick Reference

Essential Bookmarks

Important links to save:

Main application URL
User documentation portal
Keyboard shortcuts reference
Support contact information
Organization admin contact details

Emergency Contacts

Important contact information:

Completion Certificate

Checklist Completion

Final verification:

All applicable checklist items completed
System access verified and working
Essential features tested and functional
Support resources identified and accessible
Ready for productive daily use

Date Completed: **___** Completed By: **___** Verified By: **___** (Manager/Admin)

Next Steps After Completion

After completing this checklist:

User Roles and Permissions: Understanding your access level
Dashboard Overview: Mastering the main interface
Time Tracking Guide: Essential time management
Security Guide: Protecting your account and data