Get your workspace ready in about ten minutes. Start with the in-app walkthrough, then complete setup, invites, strategy, and your first task.
Who this is for
New workspace admins and members setting up a workspace for the first time.
Before you start
Access to your workspace as an admin or editor.
At least one colleague to invite (optional but recommended).
Steps
From Overview, launch the Getting Started checklist or workspace walkthrough for a guided tour.
Step 1: Complete the Overview checklist or workspace walkthrough.
Step 2: Follow Workspace setup to confirm timezone, roles, and billing.
Step 3: Follow Inviting your team to add at least one colleague.
Step 4: Open Business Plan and complete the business brief.
Step 5: Create your first OKR and KPI from the OKR and KPI areas.
Step 6: Add a task list and your first task in Tasks.
What you should see
Your workspace has core settings in place, at least one teammate invited, a business brief started, and initial OKRs, KPIs, and tasks to work from.
Troubleshooting
Getting Started checklist does not appear Hard refresh Overview or open it in a new tab. The checklist shows for new workspaces until you dismiss it.
I cannot invite anyone Confirm you are a workspace admin and not in a demo workspace. See Inviting your team.
Business Plan feels overwhelming Complete the business brief first. You can fill other Business Plan tabs over time.
Common questions
How long does setup take?
The ten-minute path covers essentials. Deeper strategy and wiki work can continue over your first week.
Can editors follow this guide?
Yes. Editors can complete strategy and tasks. Admins should handle workspace setup and invites.
What should I do after the six steps?
Follow the Learning path for calendar, chat, wiki, and automation topics.