How to complete your setup checklist

Last updated: 18 August 2026

Setup Checklist Onboarding

The setup checklist guides you through everything needed before your first emissions calculation, organised into three phases: Onboarding, Establish Reporting Scope, and Data Collection. Each phase appears as a numbered tab, and each of the 13 items has a button that takes you straight to the right page — clicking it also marks the item as complete.

In this article, you'll learn how to:

Configure your platform and prepare your team in the Onboarding phase
Define when, where, and what to measure in the Establish Reporting Scope phase
Prepare for data ingestion in the Data Collection phase
Track your progress and know when setup is finished

Work through the phases in order. The reporting scope you define in Phase 2 determines which data collection tasks NetNada generates for you in Phase 3.

Phase 1: Onboarding

The first tab covers essential platform setup and a short introduction to sustainability principles. It has two sections — Essential Platform Setup and Review Sustainability Principles — with five items in total.

Confirm your organisation profile

Click Review Profile and verify your official company name and industry. NetNada uses this for accurate reporting and peer benchmarking.

Add key stakeholders

Click Manage Users and invite the team members — Finance, Operations, ESG — who will collaborate on data collection and reporting. See how to invite team members and external advisors.

Explore the platform

Click Watch Demo to see the main features and workflow in action before you start configuring anything.

Visit the Sustainability Academy

Click See Course to upskill your team with NetNada's education offering — especially useful if this is your first structured carbon inventory.

Review the NetNada methodology

Click Read Methodology to understand the calculation trail, GHG Protocol alignment, and emission factors behind your results. This is what makes them auditable.

Phase 2: Establish Reporting Scope

The second tab defines when, where, and what you measure. Getting these three decisions right up front means every number you collect later lands in the correct place.

Verify your reporting period

Click Review Dates and confirm the starting and ending dates for your current emissions inventory cycle. See how to create and manage reporting periods.

Set your organisational boundary

Click Edit Structure and define the corporate entities — subsidiaries and facilities — included in your footprint calculation. See how to set up your organisational structure.

Review your emissions boundary

Click View Boundaries and confirm which Scope 3 categories are relevant to your business, such as Purchased Goods and Services or Business Travel. See how to set up your emissions boundary.

Schedule expert verification

Click Book Meeting to book time with a climate professional who reviews your setup before data entry begins, so your foundation follows industry best practice.

Phase 3: Data Collection

The final tab prepares you for data ingestion through the Task Manager. Once your boundaries are set, NetNada automatically generates data collection tasks matching your scope.

View your data tasks

Click View Tasks to see the master list of all automatically generated data collection actions. See the Emissions Task Manager article for a full tour.

Assign a task

Assign specific data collection tasks to yourself or the team members you invited in Phase 1, so everyone knows what they own.

Download a template

Click See Data Template, browse the categories, and download a template showing exactly which fields NetNada expects. See emissions data templates.

Upload your first data

Select one of your tasks and upload data for calculation. The data upload guide walks through the full workflow.

Tracking Your Progress

Each section shows a progress badge — for example, 2 of 4 — and each completed item displays a filled tick. Sections expand and collapse, so you can focus on one group of items at a time. Items are marked complete when you click their action button; if you complete something another way, return to the checklist and click the button to record it.

You don't have to finish the checklist in one sitting. Progress is saved as you go, and different items can be handled by different team members.

FAQ

Do I have to complete every item before uploading data?

No — the checklist is a guide, not a gate. However, uploading data before your organisational and emissions boundaries are set means tasks and calculations may not match your final scope, so Phase 2 is strongly recommended first.

Can I untick an item I marked complete by accident?

Completed items stay ticked — the checklist records progress rather than status. If your underlying setup needs changing, use the item's button to revisit the relevant page and adjust it there.

Can different team members complete different items?

Yes. The checklist is shared across your organisation, so a finance lead can verify the reporting period while an operations manager sets up the organisational structure.

What is the expert verification meeting for?

It's a dedicated session with a climate professional to review your reporting period, boundaries, and structure before data entry begins. Catching a scoping issue at this stage is far cheaper than re-mapping data later.

What happens after I finish Phase 3?

Setup is complete and you move into ongoing data collection: working through tasks, uploading files, and reviewing results on your dashboards. The Task Manager becomes your day-to-day home.

How to set up your emissions boundary Getting started with NetNada: Your first steps How to set up your organisational structure