Quickstart Guide

Welcome! This quickstart guide will have you up and running in just 5 minutes.

Video Tutorial

Watch our quickstart video for a visual walkthrough:

Step 1: Create Your First Project

After logging in, you’ll land on your dashboard. Let’s create your first project:

1. Click the + New Project button
2. Give your project a name (e.g., “My First Project”)
3. Choose a template or start from scratch
4. Click Create

🎉 Congratulations! You’ve created your first project.

Step 2: Add Your First Task

Now let’s add a task to your project:

1. Inside your project, click + Add Task
2. Enter a task title (e.g., “Complete onboarding”)
3. Set a due date by clicking the calendar icon
4. Assign the task to yourself by clicking the avatar icon
5. Press Enter to save

Step 3: Organize with Lists

Keep your tasks organized using lists:

1. Click + Add List at the top
2. Name your list (e.g., “To Do”, “In Progress”, “Done”)
3. Drag and drop tasks between lists

Step 4: Invite a Team Member

Collaboration is better with teammates:

1. Click the Share button in your project
2. Enter your teammate’s email address
3. Choose their permission level (Viewer, Editor, Admin)
4. Click Send Invite

Step 5: Set Up Your First Automation

Save time with automations:

1. Go to Project Settings > Automations
2. Click + New Automation
3. Choose a trigger (e.g., “When a task is completed”)
4. Choose an action (e.g., “Move to Done list”)
5. Click Save

Keyboard Shortcuts

Work faster with these shortcuts:

What’s Next?

You’ve learned the basics! Here’s where to go next:

• Core Features: Deep dive into projects
• Integrations: Connect your favorite tools
• Advanced Guide: Master automations

Need Help?

• Help Center: Browse FAQs and guides
• Community: Join discussions with other users
• Support: Reach our support team