# 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: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.agentnoon.com/reference-guides/quick-start-checklist.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.