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WISEPIM persistent setup checklist with confirmed progress, optional next steps and reversible dismissal WISEPIM persistent setup checklist with confirmed progress, optional next steps and reversible dismissal The signup wizard runs once. The setup checklist is what is left afterwards: “Everything that makes WISEPIM work for your catalog, ticked off as you go.” It does not sit on a saved answer from your first day. WISEPIM re-checks your project each time you open the page, so a step you finished by hand months later shows as done anyway. Where to find it: go to Settings > Setup checklist in the Personal group.

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The six steps

The order is deliberate: each step is more useful once the one before it is done. You are free to jump around, but a quality bar with no products behind it does not tell you much. Each row has a Continue button that drops you on the right page, and a counter at the top of the list shows how far along you are.

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How a step gets ticked

WISEPIM verifies steps against your project rather than trusting a flag from the wizard. Two of them matter especially:
  • Teach the AI your brand is read from your Knowledge Library’s actual contents.
  • Set your quality bar is read from the Quality Guard rules that exist.
That means work you did on your own counts. It also means a step you did through the wizard can go back to open if you later empty out what it created.
A step can also show Not checked, in a yellow chip. That is not the same as “not done”: the check itself could not complete this time. The list says so plainly (“We couldn’t check every step just now. Nothing was changed.”) and offers Check again.

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Skip what you do not need

Not every catalog needs every step. Click the × on a step to skip it and it drops out of the list, marked Skipped. Skipping is always reversible. Nothing is deleted, and Bring back skipped steps returns them. If everything open has been skipped, the list tells you that instead of pretending you are finished.
Skipping is the right move for a step that genuinely does not apply, like connecting a sales channel when you feed a marketplace by file. Finishing steps you do not need just to clear the list wastes your time.

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The reminder on the products page

The same checklist has a one-line version that sits under your product table: your next open step, how far along you are, and a Continue button. All steps opens the full page. Click the × on it and it stops appearing there. The full checklist keeps track of that too, so you can always tell the reminder is hidden rather than gone. Once every step is done, dismissed, or hidden, the reminder disappears on its own.

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Replay the wizard, or start over

Two controls sit at the bottom of the page:
  • Reset checklist clears your skips and progress marks so you can go through the list again.
  • Replay onboarding runs the signup wizard from the start. Useful after a big change of direction, when the goal you picked on day one no longer matches what you are doing.
If you joined by invitation rather than signing up, you get a list of recommended next steps instead of the verified checklist, with Mark done on each card. Never ran the wizard at all? The page says “No recommendations yet” and offers Start onboarding.

Quick Start Guide

The four steps from empty account to enriched catalog.

Your first result

Step two of the checklist, in full.

Knowledge Library

Teach WISEPIM your brand so every generated text sounds like you.

Quality Guard

Define what a complete product looks like, and catch what falls short.