Getting Started with a New Software Tool
Quick start: sign in, find your way around and create your first project in 15 minutes
Your team is moving to a new workspace tool. This quick start gets you from your first sign-in to your first shared project in about fifteen minutes. Replace the generic steps with the screens of your own tool — the structure stays the same.
Set up in five steps
— From invitation to your first project
1
Accept the invitation
Open the invitation email and click “Join”. The link is valid for seven days.
2
Sign in
Sign in with your work account. Turn on two-step verification when prompted.
3
Complete your profile
Add your photo, role and time zone so colleagues know who you are and when you are online.
4
Create a project
Click “New project”, choose a template and give it a clear name.
5
Invite your team
Share the project with colleagues and set who can edit and who can only view.
Find your way around
— The main screen at a glance
Four things to do first. Click the markers to see where to find each of them.
Works in any modern browser. Best for occasional use and shared computers.
Work faster
— Shortcuts and features worth learning in week one
| Action | Windows | macOS |
|---|---|---|
| Search everywhere | Ctrl + K | ⌘ + K |
| New task | Ctrl + N | ⌘ + N |
| Mention a colleague | @ + name | @ + name |
| Mark as done | Ctrl + Enter | ⌘ + Enter |
Templates
Ready-made boards and folders for common projects.
Integrations
Connect your calendar, email and storage in settings.
Activity feed
See who changed what, and roll back if needed.
The fastest way to learn a new tool is to use it for one real task this week.