New here? We’ve got you covered. The Onboarding Checklist will guide you through key setup and everyday workflows like email sync, The Loxo Workflow as well as working with Loxo Source - so nothing important gets missed as you get started.
Let's take a look!
Progress Banner
At the top of your Loxo, you will see a banner which tracks your progress through the initial setup and exploration of your Loxo account:
As you complete portions of the checklist, your progress will be shown. Once completed, you will see a congratulatory banner which you can dismiss:
The banner will remain accessible until all required items have been completed and can then be dismissed or remain as a reference.
Checklist Items
The checklist will guide you through every essential setup step while introducing you to Loxo’s most powerful core tools. Keep in mind, your checklist will be personalized based on your role (Admin vs. User) and your current Loxo plan for the most relevant experience possible:
Frequently Asked Questions
Q. I am not a new Loxo user, why am I seeing the "Get Started Checklist?"
A. All Loxo users must complete certain items, such as "Sync Email and Calendar" and "Source 10+ Candidates," in order for the Checklist to be considered complete. If you do not intend to complete a specific portion of the checklist, please reach out to Support to turn off the checklist.
As always, reach out to support if you have further questions!