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10 min
to plan · 5 min to set up

Getting started · Setup worksheet

Pre-MyOneClick Configuration
and Set Up Worksheet

Plan your MyOneClick before you log in. Tick your choices on each page — then the Setup Wizard in MyOneClick takes about five minutes, because you’ll already know every answer.

👤 About you

Your plan

Not sure? Compare plans at myoneclick.com/moc/public/pricing.php — you can change plans any time.

1Fill in this worksheetOn screen or on paper — about 10 minutes.
2Log in to MyOneClickNew? Sign up free at myoneclick.com.
3Run the Setup WizardMenu ☰ → 🧭 Setup & Connections.
4Start using itEverything in one click — on any device.

🧰 Have these ready

🗺️ The 8 steps of your setup

  1. 1Saving links & bookmarksHow you save, and which address to keep · page 2
  2. 2Your filing systemCategories and sub-categories · page 2
  3. 3Google storage & DriveYour MyOneClick folders in Drive · page 3
  4. 4Google & your other appsCalendar, Contacts, Chat, Meet, Outlook… · page 3
  5. 5Google VoiceCalls and texts, optional · page 4
  6. 6Import your bookmarksFrom any browser · page 4
  7. 7Your “one click”Where links open, site icons · page 4
  8. 8Review & launchYour ready checklist · page 4
MyOneClickPre-MyOneClick Configuration and Set Up Worksheetmyoneclick.comPage 1 of 4
MyOneClickSetup worksheet · Steps 1–2
1

How do you want to save links & bookmarks?Everything else builds on this, so it comes first.

When I save a page, keep…

I browse on… (tick all)

📌 Your Quick Save inbox: one click on the ⚡ Quick Save button (dragged to your bookmarks bar during setup) saves any page to Quick Save at the top of your Main Board — file it into a category later with Move.

2

Build your filing systemTick what you’ll use, cross out or rename the rest, add your own. You can change everything later.

✏️ My own categories

Built in for you: ⭐ Favorites (star any link) and the Quick Save inbox. Free plans include categories; sub-categories depend on your plan.

The 5 sites I’ll open most

MyOneClickPre-MyOneClick Configuration and Set Up Worksheetmyoneclick.comPage 2 of 4

Setup worksheet · Steps 3–4

☁️ Google storage, Drive & your apps

Google One is the storage plan; Google Drive is where your folders and files live. A free Google Account includes 15 GB shared by Drive, Gmail and Photos.

3

Connect your Google storage & DriveYour files stay in Google Drive — MyOneClick adds one-click links to your folders.

I have… (tick all)

Not sure? If you use Gmail, you have a Google Account — and every Google Account includes Drive. See your storage at one.google.com/storage.

Create these folders in My Drive

📁 My Drive › MyOneClick

🔒

Your privacy: you sign in on Google’s own page, and MyOneClick can see only the folders it creates for you — never the rest of your Drive, and never your password.

4

Connect Google & your other appsTick what you use. Each one is optional — connect or disconnect any time.

ServiceWhat MyOneClick does with itI use itConnectNotes
📅 Google CalendarManagerYour events on the Today board; calls sync to your calendar
👥 Google ContactsManagerPick names and numbers in your To-Call list
☁️ Google DriveYour MyOneClick folders, one click from your board
💬 Google ChatA one-click shortcut on your board
🎥 Google MeetShortcut, plus a Meet link on any To-Call
✉️ Gmail · Docs · Sheets · PhotosOne-click shortcuts in a Google category
📆 Outlook CalendarYour Outlook events on the Today board
🟦 ZoomZoom meetings for your calls
🟪 Microsoft TeamsTeams meetings for your calls

Manager Calendar and Contacts sync come with the Manager plan and above. Zoom, Teams and Outlook appear on plans that include the Today board.

MyOneClickPre-MyOneClick Configuration and Set Up Worksheetmyoneclick.comPage 3 of 4

Setup worksheet · Steps 5–8

📞 Calls, your bookmarks & your “one click”

Almost done — three quick choices, then you’re ready to launch.

5

Google VoiceCalls and texts in your communications center — optional.

6

Import your bookmarksSave them as a file from your browser, then upload it during setup.

⋮ → Bookmarks and lists → Bookmark manager → ⋮ → Export bookmarks
… → Favorites → … → Export favorites
☰ → Bookmarks → Manage → Import and Backup → Export to HTML
File → Export → Bookmarks
7

Define your “one click”What happens when you click a saved link.

Already built in: a 📞 Call button on phone numbers, 🎥 Join on Meet / Zoom / Teams links, page titles as link names, ⭐ Favorites and search.

8

Review & launchTick each one as you finish it in the Setup Wizard.

🚀 Ready? Run your Setup Wizard

Log in, then open ☰ → 🧭 Setup & Connections. New to MyOneClick? Sign up free first — the wizard opens right after.

Start my setup →myoneclick.com/moc/public/setup.php