Org Manager Quick-Start Checklist
Updated 2026-04-25
First-day and first-week checklist for Org Managers scoped to specific apps, workstreams, or teams.
Use this checklist to get started as an Org Manager. This role is usually scoped to specific apps, workstreams, or teams.
First-day checklist
- Sign in and confirm your role-specific views are available
- Open Command Center
- Open Applications
- Open Support Workspace
- Open Knowledge Base
- Open Notifications
- Review any assigned work or scoped items
First-week checklist
- Review the applications in your scope
- Review support issues relevant to your team
- Use activity timelines to understand blocked or active work
- Coordinate with Org Admin when broader access or decisions are needed
Best practice
Stay focused on your defined scope so you can act quickly without being distracted by broader organization-level noise.