Documentation

Getting Started

A quick overview for setting up your account and first workspace.

Last updated: February 10, 2026

Create your account

Start by creating your account or signing in with an approved provider.

After sign-in, complete your display profile and confirm your workspace defaults.

Set up your first workspace

Use your personal workspace first, then add team workspaces as needed.

  • Create your first project and define a simple status flow
  • Invite collaborators only after ownership and role expectations are clear
  • Enable notifications and reminders based on your working cadence

These modules usually provide the fastest onboarding value for new users.

  • Planner (tasks)
  • Calendar
  • Notes and quick actions
  • Public profile