---
title: "Quick Start"
description: "Get up and running with Projectyl in 5 minutes."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.projectyl.app/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](/getting-started/workspaces#configure-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](/getting-started/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](/guides/tips#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](/guides/tips#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](/features/goals)** — Track larger objectives and measure progress across multiple tasks.
- **[Gantt chart](/features/tasks#gantt-chart)** — Visualise task timelines with dependencies and holiday overlays.
- **[Saved views](/features/tasks#save-views)** — Filter and save custom task views for quick access.
- **[GitHub integration](/guides/github)** — Create branches from tasks and automatically track pull requests.
- **[Slash commands](/guides/tips#slash-commands)** — Reference any entity from any text field.
- **[Settings](/guides/settings)** — Customise your theme, language, and notification preferences.

Source: https://docs.projectyl.app/getting-started/quick-start/index.mdx