# How to finish the Next steps checklist on your dashboard

> The Next steps checklist on your dashboard lists the few things that make your website ready for clients; click each item to go straight to the page where you do it.

- Product: RealtyTerminus (DIY real estate websites)
- Category: Getting started
- Plan: Every plan
- Where in the admin: https://my.realtyterminus.net/dashboard
- Updated: 2026-10-18
- Web page: https://www.realtyterminus.com/help/how-to-use-the-next-steps-checklist

Right after setup, your **Dashboard** shows a **Next steps** panel with a progress ring. Each item ticks itself off when it’s done, and the panel disappears once everything is finished.

## Steps

1. **Open your dashboard.** Sign in at [my.realtyterminus.net](https://my.realtyterminus.net) and click **Dashboard** in the menu.
   ![The Next steps panel on the dashboard with a progress ring and items such as Replace the sample listing with your own and Add a testimonial from a client.](https://www.realtyterminus.com/help/img/dashboard-next-steps.webp)
2. **Click an item.** Click any item to open the right page, for example **Replace the sample listing with your own** opens Listings and **Add your headshot** opens Branding.
3. **Do the task and come back.** Save your change. Back on the dashboard the item shows a tick and the ring counts it as done.

## What’s on the list

Which items you see depends on your account and plan:

- **Replace the sample listing with your own**
- **Add a testimonial from a client**
- **Add your headshot** (REALTOR® accounts) or **Add your company logo** (builder accounts)
- **Connect your own domain** (paid plans)
- **Add your CREA agent ID** (MLS plan)
- **Publish your first blog post**
- **Add your brokerage name (required in Canada)**, if it’s missing

## Related

- [How to sign up and create your website](https://www.realtyterminus.com/help/how-to-create-your-website.md)
- [How to remove the sample content from your website](https://www.realtyterminus.com/help/how-to-remove-sample-content.md)
- [How to add a listing to your website](https://www.realtyterminus.com/help/how-to-add-a-listing.md)
- [How to add a client testimonial](https://www.realtyterminus.com/help/how-to-add-a-testimonial.md)

Source: https://www.realtyterminus.com/help/how-to-use-the-next-steps-checklist · RealtyTerminus Help Centre · last updated October 18, 2026