The Tasks panel

The tasks panel in WEMASY helps you stay on track. It provides a checklist of action-driven items you can follow step by step. This is especially helpful when you are setting up your website for the first time. This article explains how to access and use the tasks panel.

What is the tasks panel?

The tasks panel is a built-in checklist inside WEMASY. It contains predefined cards that guide you through important steps. Each card describes one action you can take, such as editing your homepage, adding your logo, or publishing your website.

You can mark each task as complete once you have finished it. This helps you see what you have done and what is left to do.

How to open the Setup Guide

Click the checklist icon in the top bar. It shows how many tasks you have completed (for example 3/8). This opens the Setup Guide with action-driven cards for your current product.

You can also click Help in the top right and select Setup guide or Re-run setup wizard.

Floating WEMASY button

Click the floating WEMASY button in the bottom right corner for Tasks and Help (support tickets). The Setup Guide in the top bar is the main onboarding checklist today.

How tasks are organized

Tasks are organized by product. When you select a product at the top of the tasks panel, you will see a list of all the tasks available for that product.

Each task is a card with a clear description of what to do. Tasks are action-driven. This means every card is tied to a specific step you can complete right away.

For the Website Builder, the tasks follow a logical order. For example:

• Edit your homepage — Update the starter content so the site reflects your business.
• Set up your site identity — Add your logo and favicon.
• Customize your colors and fonts — Adjust the visual style of your website.
• Publish your website — Make your website available on a WEMASY subdomain.
• Professionalize your website — Connect or register a custom domain.
• Add a contact form — Collect enquiries from visitors.

Completing a task

To complete a task, click on the card to open it. Read the description and follow the instructions. Once you have finished, mark the task as complete. The card will update to show that the step is done.

You do not have to complete the tasks in a specific order. However, following the suggested order is recommended, especially if you are new to WEMASY.

Full-screen view

If you prefer a larger view, you can expand the tasks panel to full screen. Click the full-screen icon inside the panel to switch to a wider layout. This gives you more space to read through the task descriptions and work through your checklist.

Tips for using the tasks panel

• Start with the first task in the list and work your way down. The order is designed to help you build your website efficiently.
• Use the tasks panel as a reference at any time. You can reopen it whenever you need guidance on the next step.
• Switch between products at the top of the panel to see tasks for different tools.

Tip: See The onboarding wizard and After you publish checklist for the full first-time flow.