> ## Documentation Index > Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt > Use this file to discover all available pages before exploring further. # Quick Start > Get your first client portal live in under 15 minutes Follow these six steps to build a template, launch a portal, and send your first client their invite. *** ## 1. Build a Template Click **New Template**. Enter a name and estimated duration. Click the **AI** button on the right side of the screen. Describe your onboarding process in plain language — e.g., *"Onboard a 20-person company migrating to M365 with discovery, setup, migration, training, and go-live phases."* Review the suggested changes, then click **Apply**. Adjust phase names, task descriptions, ownership (MSP vs Client), priorities, and dependencies. Click **Save Changes**. The AI gets you 80% there. Spend a few minutes tweaking task descriptions and ownership to match your process. *** ## 2. Create Checklists Still in **Settings > Onboarding**, click the **Checklists** tab, then **New Checklist**. Use **AI Generate** to describe what you need, or **Import** a bulleted list. Save the checklist, then go back to your template and link it to any relevant tasks. *** ## 3. Launch a Portal Navigate to the company you want to onboard and click the **Onboarding** tab. Click **Start Onboarding**. Choose your template from the dropdown. Add each client contact with their **name**, **email**, and **role** (Primary Contact, IT Contact, Decision Maker, etc.). Click **Create Portal**. The portal is created in **Draft** mode — not live yet. *** ## 4. Configure Tasks Review each phase and task. Make sure descriptions are clear, evidence types are correct, and dependencies make sense for this client. Click the assignee area on each task and select a team member. Use **Reassign** in the toolbar for bulk assignment. Unassigned tasks won't appear in anyone's dashboard. Assign everything before going live. *** ## 5. Review Switch to the **Overview** tab and verify: * All contacts have correct email addresses * All phases are present and in order * No MSP tasks are unassigned *** ## 6. Go Live Click **Start Portal** on the Overview tab, then confirm with **Start & Send Invites**. Each contact receives a secure invite link. They verify their email, then land on their personalized portal with tasks, documents, and progress tracking. Your portal is live. Clients can start completing tasks immediately. *** ## What's Next * **Monitor progress** from the company's Onboarding tab * **Send reminders** via email for overdue tasks * **Review submissions** — approve documents, check credentials, verify signatures * **Complete the portal** when everything is done, then optionally **Convert** the client Task types, AI designer, and advanced configuration Reusable reference pages for the portal Structured forms with field mapping Lifecycle, communication, and task management What your clients see