After opening your account, you can use the Setup Checklist to guide you in using My Tanda. 

The checklist is located on the Dashboard, which is the first screen you see when you login to your My Tanda account. You'll see the steps within the What Should I Work On? widget, in the top-left of your screen.

Setup Checklist in My Tanda

Get Started

To begin, click on a checklist button to go to that section in Tanda. When you've finished, click on Dashboard in the header to return and select your next step. The button will display as Complete to indicate it's setup.


Help Articles  

We've also put together articles on each of the steps, so just click the links below to get further information:


Finished setup

When you've completed your setup, you'll see all the steps have been marked as Complete. If you don't want this widget to display any longer, just click Hide this tab forever, and you'll only see the Task List:

You can also watch this video for a quick introduction:

If you need any assistance, please don't hesitate to contact our Support team at support@tanda.co

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