Finish setup with the launch checklist
Setting up a new tool can feel like a scavenger hunt. The launch checklist tells you exactly what's left, tailored to what you're actually trying to do with Quackback.
Getting your instance running for the first time? Quick Start covers the Docker setup that comes before this checklist.
Pick your goal
During onboarding, you choose what you're primarily using Quackback for. This determines which checklist tasks you see.
| Goal | Best for |
|---|---|
| Product feedback | Product teams collecting feature requests and bug reports |
| Customer support | Support teams handling conversations and tickets |
| Help Center | Support and content teams publishing self-serve articles |
| Internal feedback | Teams collecting feedback internally, without external users |
Changed your mind? Click Change goal on the getting started page (Admin → Getting started) to pick a different outcome. Your checklist updates immediately.
Work through your tasks
Tasks are grouped into three categories:
- Set up the essentials - the prerequisites you need to get real value from Quackback, like creating a board or installing the widget.
- Make it yours - polish tasks like adding your logo or connecting an integration.
- Next milestone - the first-win task that proves setup worked, like receiving your first post or conversation. It completes automatically when the milestone happens - there's nothing to check off by hand.
Skip a task
Not every task applies to you right now.
- Essentials show Do later, which moves them out of the way without losing them. Click Move up to bring one back.
- Polish tasks show Skip. Click Add back to restore a skipped task.
- The milestone task can't be skipped - it completes on its own when it happens.
Tasks by goal
| Goal | Tasks |
|---|---|
| Product feedback | Create a board, install the widget, invite a teammate, add your logo, connect an integration, receive your first post or vote |
| Customer support | Install Messenger, configure Messenger, invite a teammate, add your logo, connect an integration, receive your first conversation |
| Help Center | Prepare your first article, invite a teammate, add your logo, publish your first article |
| Internal feedback | Create a private team board, invite a teammate, add your logo, collect your first team idea |
Next steps
- Quick Start - the initial Docker setup before your dashboard exists
- Manage your team - invite the teammates your checklist asks for
- Install the widget - embed the widget or Messenger on your site