clipboard-list-checkQuick Start Checklist

Get productive with Agentnoon quickly

Agentnoon is designed to be intuitive — this checklist will get you productive in your first session.

Explore the Main Org

  1. Log in to Agentnoon and open the Main Org

  2. Search for yourself or a colleague using the search bar

  3. Expand and collapse reporting lines to navigate the hierarchy

  4. Switch between Org Chart and Directory views using the dropdown at the top

  5. Open the Filter tool and filter to your department

  6. Try the Highlight tool to color-code cards by department or location

  7. Customize Card Content to display fields you care about (salary, title, pay grade)

Create Your First Scenario

  1. Return to the homepage and click Create Scenario

  2. Name it something descriptive (e.g., "Practice Scenario")

  3. Choose Full Org and click Create

  4. Try adding a new position: hover over a card and click the + button

  5. Try closing a position: click a card and select RIF or Exit

  6. Try moving a position: drag a card to a different manager

  7. Open the OpEx Panel to review your changes — note the headcount and cost impact

  8. Switch to Forecast view to see how changes project over time

  9. Delete the practice scenario when done (three-dot menu → Delete Scenario)

Admin-Specific Checklist

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