How to use the stage checklist

Watch the video1:34

The Checklist in Companion gives you the concrete tasks for your current stage, so you know exactly what to do next.

Steps

1. Open Your Business → Companion.
2. On The Route, click Continue on your next step — that opens your stage’s Checklist.
3. Review your stage’s tasks — each says whether it is Required or Optional. Tasks that ask for something of yours (your services, your break-even point, your tax regime) show Answer missing and an Answer button.
4. When you complete one, tick its checkbox.
5. Your progress (“X of Y completed”) updates at once.

Answering a step

1. On a task that says Answer missing, click Answer — or tick its checkbox: the app asks Tick it without your answer? and you click Answer now. To do it later, Tick without answer ticks it anyway; it never blocks you.
2. Fill in the step’s short form.
3. Click Save answer. The task shows Answered.

Your answers feed your business documents: the business plan quotes your services, your figures and your regime instead of a generic example. You can come back to a step and click View answer to change it whenever you like. In text fields, Improve with AI suggests a clearer version of what you wrote (it uses AI credits).

Some tasks are done in another section of the app (create a service, set up schedules): complete them there and come back to tick them here.