The checklist is a short list of first actions — create a client, track some time, issue an invoice — kept at Getting started. Most of it fills itself in: Ceum looks at your own data and marks a step done once it can see you have performed it, so the list is a record of what you have already set up rather than a form to fill in.
It is separate from Onboarding, which runs once at sign-up and configures preferences. The checklist runs afterwards, for as long as there is anything left on it.
Where to find it
- The top bar — a list icon beside the alerts bell opens a short panel: your progress, five rows with the unfinished ones first, and View all. The icon disappears once the list is finished or hidden, and the Getting started page stays reachable either way.
- The page — /getting-started shows every step in two groups, To do and Done, each with a one-line description and its own actions.
A progress line counts how many steps are behind you. Skipped steps count as done there: skipping is a way of finishing with a step, not a way of leaving it open.
How a step is completed
Three things can complete a step, and the first is the usual one:
- Ceum detects it. Each step has a matching check against your data. Creating a client completes "Create your first client"; starting a timer completes "Track some time". The check runs when the checklist is read, and only for steps with no answer recorded yet.
- You tick it. Mark done on a row records it by hand — useful for a step you handle outside Ceum, or one the check cannot see.
- You skip it. Skip on a row records it as not applicable. See below.
A few checks are more specific than their titles suggest:
- Tag something wants a tag applied to a record, not just a tag created.
- Set up task statuses, Set up task types and Set up task relationships want configuration of your own — something the starter template did not seed. Every account already has a full set of statuses and types, so having some does not count.
- Send an email counts only mail sent to a recipient. The account mail Ceum sends you does not complete it.
- Bill tracked time wants an invoice line measured in hours that names a task.
- Set up your brand completes once your brand and invoicing details exist.
A completed step stays completed. The answer is recorded once, not recalculated: delete the invoice afterwards and "Issue an invoice" stays crossed off.
Reopening a step
Reopen puts a row back on the To-do list, and it appears only where it would hold. A step you ticked by hand and a step you skipped can both be reopened. A step Ceum detected cannot: clearing it would only be undone by the next check, which can still see the data that completed it.
Skipping a step
Skip takes a step off your list without pretending you did it. Skipped rows sit in Done, marked with their own icon and not struck through, and they can be reopened at any time.
Skipping also releases anything waiting on that step, so a step you have deliberately declared irrelevant cannot leave another one stuck.
Steps that wait for another
A few rows are locked until their prerequisites are recorded. A locked row shows First: followed by the steps it is waiting for, each a link to the page that does it:
- Issue an invoice waits for Create your first client and Set up your brand — an invoice carries the sender's company and bank details, so issuing one before those exist produces a document you cannot send.
- Send an email waits for Create your first client and Issue an invoice.
- Bill tracked time waits for Create your first client, Add a task and Track some time.
What is on your list
The catalog holds seventeen steps, and nobody sees all of them. Three things decide what reaches your list, and a step has to pass all three: the starter template you are on, the platform you are looking at, and your plan. A step your plan does not include is hidden outright rather than shown as an upsell — and so is anything that depends on it.
Freelancer — thirteen steps on the web: Create your first client, Start a project, Add a task, Track some time, Tag something, Set up your brand, Record a transaction, Add a subscription, Add a calendar event, Share a link, Issue an invoice, Send an email, Bill tracked time.
Developer — thirteen steps on the web. The first five are the same, then: Record a transaction, Add a subscription, Add a calendar event, Share a link, Set up task statuses, Set up task types, Set up task relationships, Create an access token.
Personal — seven steps on the web: Add a task, Track some time, Tag something, Record a transaction, Add a subscription, Add a calendar event, Share a link.
Because the plan filters the list too, two accounts on the same template can legitimately see different totals. That is the honest count for each of them, not a truncated one.
When the list is finished
Once every applicable step is completed or skipped, the top-bar icon goes away and the page says everything is done. Nothing is deleted — /getting-started still opens, with every row in Done, so a bookmark or an old link keeps working.
You can also stop waiting for that. Hide this checklist, at the foot of the page, removes the top-bar icon for good while leaving the page and all its state alone. The button is only offered while there is something left to hide.
On mobile
The mobile app has the same checklist, reached from Settings → Getting started, with the same progress bar, sections, and per-row Mark done, Skip and Reopen. Two differences:
- Fewer steps. Mobile is offered only what can be done on a phone, so Share a link, the task status, type and relationship screens, and Create an access token are absent rather than listed and unreachable. That makes the mobile total smaller than the web total for the same account.
- No hide control. Hiding is about the web app's top bar, and mobile reaches the checklist from Settings, where nothing is competing for the space.