Creating Your First Workspace
Set the workspace name, time zone, access scope, and first project.
Create a workspace
After signing in, select New Workspace and enter a team name and address. Administrators can change the address later, updating existing shared links accordingly.
Defaults
Confirm:
- Default time zone for input deadlines and reminders.
- Working week to determine whether reminders avoid weekends.
- New member permissions, preferably access only to joined projects.
- Data region, shown as sample options in the demo.
Create the first project
Begin with Product Launch, Research Synthesis, or a Blank Project. Name it for a goal or scope, such as Invitation Flow Redesign.
Next steps
Invite core members, create a Decision Brief, and test the workflow in a real project for a week. Establish a sustainable rhythm before importing all historical material.