Quick Start

This guide walks you through the essential steps to set up your workspace, create your first project, and start collaborating with your team.

Step 1: Create your workspace

After signing up and confirming your email, you'll land on the workspace creation screen. Give your workspace a name — this is the shared space where all your projects, members, and conversations will live.

Example: If your company is "Acme Studios", name the workspace "Acme Studios". You can always change it later in workspace settings.

Step 2: Invite your team

Click Invite people in the bottom of the sidebar. Enter your teammates' email addresses, choose their role (Admin or Member), and optionally assign them to specific projects. They'll receive an email with a join link.

See Workspaces — Members for details on roles and permissions.

Step 3: Create a project

Click the New project button at the bottom of the sidebar. Every project needs:

• A name — what this work is about (e.g. "Product Launch", "Website Redesign")
• A project identifier — a short code used in task IDs like PROJ-123. Keep it short and memorable. This cannot be changed later.

Once created, the project appears in your sidebar with five sections: Targets, Tasks, Chat, Docs, and Settings.

Step 4: Add your first tasks

Navigate to your project's Tasks section. You'll land on the Kanban board — columns represent task states (Backlog, To Do, In Progress, Done).

Click the + button on any column to create a task. Give it a title, set a priority, assign it to a team member, and optionally link it to a target.

Pro tip: Use slash commands to quickly reference tasks, documents, and targets from anywhere — type /task in chat to link a task, or /doc to reference a document.

Step 5: Start a conversation

Go to your project's Chat section. Every project comes with a default channel. Type a message to start collaborating. You can:

• @mention teammates to get their attention
• Reference tasks, documents, and targets using slash commands
• React with emoji, reply in threads, and attach files

Step 6: Create a document

Head to the Docs section and click + New → New Document. The rich text editor supports headings, lists, code blocks, and more. Your changes are auto-saved.

You can also create Drawings powered by Excalidraw — perfect for diagrams, wireframes, and sketches.

You're set up

That's all you need to get started. As your project grows, explore these features:

• Targets — Track larger objectives and measure progress across multiple tasks.
• Gantt chart — Visualise task timelines with dependencies and holiday overlays.
• Saved views — Filter and save custom task views for quick access.
• GitHub integration — Create branches from tasks and automatically track pull requests.
• Slash commands — Reference any entity from any text field.
• Settings — Customise your theme, language, and notification preferences.