Find the checklist
Open your portal dashboard. The Launch checklist brings together the setup steps to review before sharing your portal with customers. Select a step to open the relevant settings or screen.
Review the steps
| Step | What to check |
|---|---|
| Portal accepting feedback | Public portal access and feedback submissions are enabled. |
| Branding reviewed | Your logo, colours and branding settings are appropriate for the portal. |
| Categories and tags tuned | The category names and tags suit the feedback you expect. |
| Widget ready | The widget is enabled and the website domains are allowed, if you plan to embed it. |
| Team notifications connected | Slack, Discord or a webhook is configured for the updates your team needs. |
| First feedback captured | At least one feedback item has been added or imported. |
The checklist uses the saved settings to decide which steps look complete. It does not publish a portal on its own or test every integration for you. Submit a test item through the route your customers will use before you share it more widely.
Branding and widget steps show plan labels when access is restricted. The widget requires Pro or Enterprise. You do not need an embedded widget to collect feedback through the public portal.
Review your feedback form too
Open Settings → Feedback collection to choose category-specific questions, required answers, page details and optional screenshots. Submit a test bug report and feature request to check the questions shown for each category.
Configure feedback collection or install the widget.
Finish the checklist
When you have reviewed the setup, use the checklist’s completion control to mark it complete and hide it. This saves the completion state; it does not change the portal’s feature settings.
If a step is unavailable on your plan, decide whether you need that feature. You can still complete your own review without claiming that every optional feature has been configured.