Overview

The Home page is your central hub for getting started with Branch. It guides you through the essential setup tasks, shows which ones are done, and links to helpful resources.

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 shows the Branch setup checklist, with Resources on the right side of the page. When Insights and Ivy search are turned on for your account, the page also shows Insights above the checklist and a Learn with Ivy search box at the top of Resources. To see Insights, you also need View access to Aggregate Data.

Branch setup checklist

The Branch setup checklist lists the tasks to complete for a successful Branch implementation, such as Invite your team, Link domain, and Integrate the Branch SDK. Some tasks appear only when the related feature is turned on for your account.

Each task card shows the following details:

• Title and description: A short description of the task.
• Time estimate: How long the task usually takes, such as "Takes 15 min."
• Role tag: The role that usually owns the task, such as Admin, Developer, or Marketer.
• Status label: The current state of the task.
  • To do: The task isn't done yet. This is the default.
  • Completed: The task is done.
  • Dismissed: You hid the task in this browser.

Completed cards don't show the time estimate or role.

Interactive task cards

The task cards are interactive, so you can take action directly from the Home page.

• Action buttons: Most cards have a button that takes you to the page where you complete the task, such as Invite team or Configure link domain. Some buttons open the related Help Center article instead.
• More options menu: The three-dot menu on each card that isn't completed has these actions:
  • Mark complete: Marks the task as done for everyone who uses the app.
  • Dismiss: Hides the task in your current browser only. Your teammates still see it as To do.
  • Mark as to do: Appears on dismissed tasks and moves them back to To do.

Three tasks don't offer Mark complete because Branch completes them for you:

• Account setup: Completes once your app has a time zone.
• Link domain: Completes once you change your app.link subdomain or add a custom domain.
• Link redirects: Completes once your redirect allowlist has at least one entry.

Filters

Use the Role and Status filters to choose which tasks you see. Status starts on To do, so completed and dismissed tasks stay hidden until you select All, Completed, or Dismissed. Branch remembers your filter choices in your current browser.

Resources

The Resources section on the right side of the page links to information that helps you succeed with Branch:

• Help Center: Answers to common questions and detailed articles.
• Guides: In-depth guides and tutorials.
• Blog: The latest news and best practices.
• Webinars: Branch webinars.
• Branch University: Courses that deepen your knowledge of the platform.