The guidelines and checklists in our toolkit are formatted as to-do lists to help you stay organized and focused. Here’s how to navigate and use them effectively, considering their specific format:

Understanding the Format

1. Four Main Columns: Each item in the guidelines and checklists has four main columns:
   • Task Name: The title or main idea of the task.
   • Summary: A brief overview of what the task involves.
   • Assigned To: Who is responsible for completing the task (useful for teams).
   • Due Date: When the task should be completed by.
2. Additional Notes: Each task has two extra sections:
   • Tasks to Execute (Sub-tasks): These are smaller steps or actions needed to complete the main task.
   • Things to Consider: Points to remember or pitfalls to avoid while working on the task.

Accessing Additional Details

1. Hover Over Task Name: To view the sub-tasks and things to consider, hover your mouse over the task name. You'll see an "Open" button appear next to the task name.

   

2. Click on "Open" Button: Click this button to open a new pane from the right side of your screen. This pane will display all the additional details related to that task.

   

3. Viewing Sub-Tasks and Considerations: In the new pane, you’ll find a detailed breakdown of the sub-tasks you need to execute and the key things you should consider.

   

Using the Checklists Effectively

• Track Your Progress: Use the checklist to keep track of where you are with each task. The 'Assigned To' and 'Due Date' columns are especially useful for managing tasks within a team.
• Dive Deeper for Details: Don’t forget to click on the "Open" button for each task to get a comprehensive understanding of what needs to be done and what to watch out for.
• Take Notes: Use the space in the additional details pane to add your own notes or insights as you work through the tasks.

Tips for Maximum Benefit

• Regular Revisits: Regularly revisit the guidelines and checklists, especially before starting related tasks or projects.
• Customize as Needed: Feel free to add, remove, or modify tasks and sub-tasks according to your startup's specific needs and situation.
• Seek Help When Needed: If you’re unclear about any task or need more guidance, reach out to us via Discord, email, or WhatsApp.

By using these enhanced guidelines and checklists, you’ll be able to manage your tasks more efficiently and have a clearer roadmap for your interactions with investors and the growth of your startup. Happy planning and executing! 📋🔍🚀