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How do guided plays help me start?

A practical, plain-language guide to the shortest route, the right screen, and what to know before continuing.

From guide to action

Open Guided plays

This opens the relevant work screen. You may be asked to sign in; no change is saved automatically.

Guided plays

Guided plays organise a business goal into a small sequence of concrete steps. Use them when you know the result you want—such as preparing the business or connecting a workflow—but do not yet know which screens to open or in what order.

First step: open Guided plays (/admin/plays), choose one goal that matches the current business need, and complete only its first open step. The play reads real saved state where available; a checked step should correspond to work that actually exists.

When no play is active, nothing runs in the background. If the catalog is empty for your role, the relevant module or permission may be unavailable. A play is guidance, not proof that an external provider, publication, or customer action succeeded.

You can simply ask Up

Up answers using this guide, suggests the next step, and leads to the relevant screen.