Viewing and Completing Action Items

Overview

Action items are tasks that require your attention to keep your company formation and business operations moving forward. They appear on your dashboard home page under a dedicated section and can include document signatures, external actions, and in-app navigation tasks. This guide explains how to find, understand, and complete your action items.

Before You Begin

1. Locate the Action Items Section

1. From the sidebar, click "HOME" to go to your dashboard home page.

   What you will see

   Below the welcome message and Business Status Card, you will see a section with the header ACTION ITEMS displayed in blue, uppercase text.

2. Review Your Action Items

1. Scan the list of action items displayed under the ACTION ITEMS header.

   What you will see

   Each action item shows a title and a brief description of what needs to be done. Items are listed in priority order.

3. Complete a Signature Action

Signature actions require you to sign a document electronically.

1. Click on the action item that requires a signature.

   What you will see

   A Documenso signing modal will open within the dashboard, displaying the document that needs your signature.

2. Review the document carefully and follow the on-screen prompts to place your electronic signature.

   What you will see

   After signing, a toast notification will appear reading "Perfect! {Document Title} signed successfully." The action item will be removed from your list.

4. Complete an External Link Action

External link actions direct you to a third-party website to complete a task.

1. Click on the action item labeled with an external link indicator.

   What you will see

   A new browser tab will open, taking you to the external website where you need to complete the required task (such as a partner application or verification step).

2. Complete the task on the external website, then return to the StartGlobal dashboard.

   What you will see

   The action item status will update once the system detects the task has been completed. This may take a few minutes.

5. Complete a Navigation Action

Navigation actions take you to a specific page within the StartGlobal dashboard.

1. Click on the action item.

   What you will see

   You will be redirected to the relevant page within the dashboard where you can complete the required task (such as filling in a form or reviewing information).

2. Complete the task on the destination page.

   What you will see

   The action item will be marked as completed once the task is done.

What Happens Next

• As you complete action items, they are removed from your list.
• New action items may appear as your formation progresses or as new tasks become available.
• Completing all action items promptly helps ensure your company formation proceeds without delays.