Complete the basics first, then explore advanced workflows when your workspace is ready:
Onboarding Checklist
Make sure you have access to your hosting account, domain name, database settings, and WordPress admin login details.
- Create your workspace
- Complete your profile
- Invite at least one team member
- Create your first project
- Add tasks and milestones
- Choose your default project view
- Create one simple automation
- Connect one integration
Start With These Steps
Make sure you have access to your hosting account, domain name, database settings, and WordPress admin login details.
Good to Know
Make sure you have access to your hosting account, domain name, database settings, and WordPress admin login details.
Setup Advice
Start with one workspace, one project, and one automation. After your team understands the basics, you can add templates, integrations, and more advanced permissions.