<aside> <img src="/icons/info-alternate_gray.svg" alt="/icons/info-alternate_gray.svg" width="40px" /> Complete each step in the order listed for the fastest, simplest setup. (Estimated time: <5 minutes)

Toggle each step for short video clip walkthroughs and written instructions. Once you’ve finished setting up your template, feel free to delete this page.

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<aside> <img src="/icons/info-alternate_blue.svg" alt="/icons/info-alternate_blue.svg" width="40px" />

Important info:

• This template has enough structure so you can use it right away — and it’s also easy to customize and build onto.
• Core databases are color-coded in orange. Don’t delete these, or your template will break!
• Danger-zone stuff and important notes are in red. There are only a couple of these, but pay attention to them! </aside>

Step 1: Add / customize / delete projects

Step 2: Set up your project stats pages

Step 3: Update your database templates

Step 4: Update stats filters in project dashboards

Step 5: Set up tags

Step 6: Customize the tags breakdown formula