Guides > Quick-Start Checklist

Quick-Start Checklist

Four steps to get your Vessel Schedule Report opening on exactly the vessels you act on, with your team working from the same view.

Your first five minutes

Work these four steps once and the dashboard lands on your real workload every time.

1. Confirm your terminals

Check that the terminals you track are the ones you want, and add or remove any in settings. Everything else builds on this list.

2. Build a near-term filter

Trim the full list to the immediate week - for example, ETD within the next 7 days. See Filters and Saved Views for the steps.

3. Save it and set it as your default

Save that filter with a clear name and mark it as your default, so the dashboard opens with it already applied.

4. Invite your team

Bring in the teammates who work these terminals with you - see Adding Team Members. Each person keeps their own saved filters and default.

That's it

Your dashboard now opens on exactly the vessels you act on, and your team is working from the same view.