> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/getting-started/first-steps-tutorials.md).

# First Steps Tutorials

### Overview

Use these tutorials during initial rollout.

Each tutorial produces a concrete output in an Organization or Project.

### Key Concepts

* **Tutorial**: guided sequence with a specific outcome
* **Checkpoint**: expected state after a step
* **Repeatable setup**: patterns that can be reused across Projects

### How It’s Used

Run one tutorial per session.

Use a small pilot Project for the first pass.

### Benefits

* Faster onboarding for delivery teams
* Cleaner setup with fewer rework loops
* Shared language for scope, work items, and reporting

### Setup Steps

Select a tutorial based on the immediate goal.

* [Tutorial: Creating an Organization and Project](/getting-started/tutorial-creating-an-organization-and-project.md)
* [Tutorial: Set Up a First Blueprint](/getting-started/tutorial-set-up-a-first-blueprint.md)
* [Tutorial: Creating a First Transformation](/getting-started/tutorial-creating-a-first-transformation.md)
* [Tutorial: Working with Views (List, Board, Gantt)](/getting-started/tutorial-working-with-views-list-board-gantt.md)
* [Tutorial: Using Meeting Notetaker and Console](/getting-started/tutorial-using-meeting-notetaker-and-console.md)
* [Tutorial: Using Analytics Dashboards](/getting-started/tutorial-using-analytics-dashboards.md)

### Best Practices

* Standardize naming before creating many Projects.
* Keep one baseline Blueprint per line of business.
* Create Save Views early for weekly reviews.

### Summary

Use tutorials to establish repeatable structure.

Then expand into role-specific workflows, such as requirements, tasks, and testing.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.transform.ai/getting-started/first-steps-tutorials.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
