# Set up a new room with the Get this room going checklist

> In a room you just created, the Get this room going card at the bottom left walks you through four steps (upload an asset, run an AI action, invite a reviewer, get a first comment) and adds AI credits as you finish them.

Category: Getting started
Web page: https://www.pactto.com/help/room-setup-checklist
All guides: https://www.pactto.com/help.md

## The four steps

When you create a room, a card titled **Get this room going** sits in the bottom-left corner of the canvas. It shows how many steps you have done (for example **1 of 4**) and a progress bar. Only you, as the room owner, see it.

| Step | What finishes it |
|---|---|
| **Upload an asset** | You upload a file to the room. Click **Add asset** in the toolbar (or press **1**), or drop a file on the canvas. |
| **Run an AI action** | You ask the AI Assistant for something in the room, such as a summary, a doc or an image. See [Use the AI assistant in a room](https://www.pactto.com/help/ai-assistant.md). |
| **Invite a reviewer** | Someone you invited by email from **Share** joins the room. Sending the invitation is not enough. See [Invite people to a room](https://www.pactto.com/help/invite-people.md). |
| **Get a first comment** | Anyone, you included, leaves a comment or a reply in the room. Pick **Comment** in the toolbar (or press **K**), then click the board. See [Comments](https://www.pactto.com/help/comments.md). |

The current step is expanded with a one-line hint, and a yellow ring with a short label points at the button to click. The ring goes away as soon as you click that button. You can finish the steps in any order.

## Earn AI credits

Each step shows a badge with the AI credits it adds (for example **+5**), and a line under the title adds up what is left, in the form "N steps left to unlock X AI credits". When you finish a step, a message confirms the credits added. Each step pays out once per account: in your next new room, steps you already earned for still count toward setup but add no credits.

## Skip, minimize or hide

- Click **Skip** on the current step to move to the next one. A skipped step shows **Do it**, which brings it back. Doing the action later still completes it and still earns its credits.
- Open the **...** menu (**Checklist options**) and click **Minimize** to shrink the card to a small **Get this room going** pill. Click the pill to open it again.
- Click **Hide checklist** in the same menu to remove it from the room right away. To bring it back, open **Help & support** inside the room (the **?** next to the zoom controls) and click **Show** on the **Room setup checklist** row.

If you come back to a room where you finished some steps but not all, the card starts minimized and a message names the next step, with **Show me** to open it.

## When you finish

After all four steps, the card shows how many AI credits were added (or **Your room is set up.** if your account had already earned them). Click **Dismiss** to close it for good in that room.

## Good to know

- The checklist appears only in rooms created after it launched. The Welcome room, duplicated rooms and older rooms do not have it.
- It is not shown on phones, in focus mode, while presenting, or in conversation mode.
- While the room tour from **How to use Pactto?** runs, the card is hidden and comes back when the tour ends. See [What do I do in an empty room?](https://www.pactto.com/help/empty-room-start.md).

## Related guides

- [What do I do in an empty room?](https://www.pactto.com/help/empty-room-start.md): An empty room shows How do you want to get started?: type a request for the AI Assistant, click Generate a document, Generate an image or Create a moodboard, take the tour with How to use Pactto?, or drop files on Start with files.
- [Add images, videos, audio, PDFs, and other content to a room](https://www.pactto.com/help/add-assets.md): Click Add asset in the toolbar (or press 1) to upload from your computer, Google Drive, or Adobe Frame.io; you can also drag files onto the canvas, paste them, paste links, or create a Pactto doc or a table.
- [Use the AI assistant in a room](https://www.pactto.com/help/ai-assistant.md): Click the AI Assistant button (sparkle icon, bottom right of the room), then type, dictate, or pick a skill with /; the assistant answers from the room's content, asks follow-up questions when it needs to, and can create docs, images, notes, comments, and more on the canvas.
- [Invite people to a room](https://www.pactto.com/help/invite-people.md): Open the room's Share dialog, type one or more email addresses, choose a role in Invite as, and click Invite; Pactto emails each person a link to the room.
- [Leave feedback with comments](https://www.pactto.com/help/comments.md): Click the Comment tool (or press K), then click an item or an empty spot on the canvas, type your feedback, and press Enter to post it.
- [Get help: ask a question or contact support](https://www.pactto.com/help/contact-support.md): Open Help & support (from the Account menu or the help button next to the zoom controls in a room), type a question in Need help? Ask anything for an instant answer from the help guides, or fill in the support form and click Submit request.
- [Plans, upgrading and plan limits](https://www.pactto.com/help/plans-and-limits.md): Pactto has a Free plan and a Pro plan; when you hit a plan limit (rooms, storage, editors per room) Pactto tells you which one and whose plan sets it, and you can upgrade from Billing & subscription.