> For the complete documentation index, see [llms.txt](https://docs.agentnoon.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.agentnoon.com/reference-guides/quick-start-checklist.md).

# Quick Start Checklist

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

* [Admin Checklist](/reference-guides/quick-start-checklist/admin-checklist.md) — Setting up the platform, managing users and data


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# Agent Instructions
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