User Onboarding Checklist

To help you get the most out of Quikest, follow this onboarding checklist to set up your workspace, start creating protocols, and collaborate seamlessly with your team.

1. Complete Your Profile

Fill in your profile details, including your name, role, and organization. This personalizes your experience and helps Quikest provide relevant recommendations.

2. Set Up Your Workspace

Create a workspace to organize your projects and protocols. Name your workspace based on its purpose—whether it’s for personal use, a research lab, or a university class. Your workspace is the central hub for all your projects and team collaboration.

3. Invite Your Team

From within your workspace, invite team members to join and collaborate on protocols. Assign roles and permissions to your team members, such as “Viewer,” “Editor,” or “Admin,” based on their responsibilities.

4. Explore Protocol Templates

Navigate to the protocol creation section and browse through the available templates. Select the one that aligns best with your study type and goals.

5. Create Your First Protocol

Use Quikest’s AI-driven protocol generation feature to create your first protocol. Follow the steps in Using AI to Generate Protocols to guide you through the process.

6. Collaborate in Real-Time

Leverage Quikest’s Real-Time Collaboration features to work with your team on refining and finalizing protocols. Use in-document comments, live editing, and change tracking to streamline collaboration.

7. Review Best Practices

Visit the Best Practices section to learn tips for refining and optimizing your protocols. Follow these guidelines to ensure consistency and accuracy.

Completing these steps will help you get started quickly and efficiently. If you need additional support, check out the FAQ or reach out via Contact Support.