Quick start

Create your organization, first project and invite your team in under 10 minutes.

Set up your workspace and onboard your entire team in just a few straightforward steps. Follow this guide to build a solid foundation.

1. 1

   Create your account

   Sign up from the landing page using your professional email address. A secure verification link is sent right away.

2. 2

   Create your organization

   The organization is the root container for your workspace: members, projects, billing, applications, and settings live here. You are automatically granted the Owner role.

3. 3

   Install core apps

   Settings › Apps: enable the modules your team requires (Projects, Notes, Calendar, Messages, Automations). Only active apps are displayed to team members.

4. 4

   Create your first project

   Projects › New project: select a name, color, type, and configure your delivery stages (e.g. Backlog / In progress / Review / Done).

5. 5

   Invite your team

   Settings › Members: invite collaborators by email and assign an appropriate role (Owner, Admin, Member, Guest).