Overview

The Home page is your central hub for getting started with Branch. It's designed to guide you through the essential setup tasks, track your progress, and provide easy access to helpful resources.

This page gives you a high-level overview of your overall Branch implementation progress, as well as detailed steps to take that will help make sure you are getting the most out of the Branch Growth Platform.

Attention

Branch's new experience is rolling out in phases, so your interface may differ. This article covers the Home page in the new experience. To learn more, see New Branch Overview.

Home page features

The Home page offers several features that make it easier to see where you are in the implementation process.

Branch setup checklist

The Branch setup checklist outlines the setup tasks that need to be completed for a successful Branch implementation.

The tasks are grouped into logical categories like “Account setup”, “Link domain”, and more to guide you through the process smoothly.

Each task card gives you important information at a glance:

• Title and description: Explains what the task is and why it's important.

• Time estimate: Shows the approximate time it takes to complete the task.

• Role tag: Indicates who on your team is typically responsible for this task (e.g., Admin, Developer).

• Status label: The current state of the task.

  • To Do: The default state for an incomplete task.
  • Complete: The task has been finished. The card will be marked as "Complete" and may show the initial of the team member who completed it.
  • Dismissed: You have chosen to hide this task from your main view.

Interactive task cards

The task cards are interactive, allowing you to take action directly from the Home page.

• Action buttons: Each card has a primary call-to-action button (e.g., "Invite team," "Set timezone," "Configure link domain") that will take you to the relevant page to complete the task.

• Dropdown menus: Some tasks, like "Integrate the Branch SDK," have dropdown menus that provide more specific options and links to detailed guides (e.g., iOS, Android, or Web SDK guides).

• More Options Menu (...): Clicking the three-dot menu on a task card reveals additional actions:

  • Mark complete: Manually mark a task as finished.
  • Dismiss: Hide the task from your to-do list.
  • Mark as to do: Revert a "Dismissed" or "Complete" task back to the "To do" state.

Filters

You can also use the Role and Status dropdown filters to customize your view of the setup tasks, making it easier to see what's relevant to you or what's still pending.

Setup progress tracker

Located on the right side of the page, the Setup progress module gives you a high-level overview of how much of the setup you've completed.

The progress bar updates as you and your team complete the required tasks.

Resources

Below the progress tracker, the Resources section provides links to valuable information to help you succeed with Branch. This includes:

• Help Center: Find answers to common questions and detailed articles.
• Guides: Access in-depth documentation and tutorials.
• Blog: Stay updated with the latest news and best practices.
• Webinars: Sign up for live training sessions led by an expert.
• Branch University: Enroll in courses to deepen your knowledge of the platform.