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Getting started

Get started by creating a workspace, connecting the apps where work already lives, and starting with one real initiative.

For most teams, that means GitHub or GitLab for code, Linear or Jira for issues, Slack for updates, and Google Calendar for meetings.

Getting started

Start with the essentials

Do not migrate everything first. Connect the apps with current work, create one initiative, then invite the team.

Replacing an issue tracker or roadmap tool?

Create initiatives for planned work and bugs for defects or incidents. If you are replacing Aha!, Productboard, or another roadmap tool, start with active roadmap items and current product bets.

Keeping Linear, Jira, or another issue tracker?

Keep active issue execution in Linear, Jira, or the issue tracker your team already trusts. Use the workspace for roadmap context, daily planning, recaps, standups, AI handoff, and reporting.

If your current planning app is not connected, recreate only the active work that matters now. Leave old closed history behind unless you still need it for reporting.

Start small. Slack can make team invitations and channel updates easier during onboarding. Add GitHub or GitLab for code activity, Linear or Jira for issues, and Google Calendar for meeting context when those apps hold current work.

Create the workspace

Create an account and name the workspace. During onboarding, choose team or personal use, set the timezone, connect the first app, and configure the first standup.

A short overview of how planning, delivery, reporting, and measurement connect around the apps your team already uses.

Each workspace has its own members, teams, integrations, taxonomy, and data. You can belong to multiple workspaces and switch between them without mixing data.

Once the workspace exists, set up integrations, create your first initiative, and invite your team. Admins can manage workspace integrations in Apps and keep access clean through Members, Roles, and Teams.

Frequently asked questions


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Create your first initiative

Turn a project, feature, or customer request into a trackable initiative before it reaches execution.

Invite your team

Invite teammates, choose their workspace role, and add them to the right teams.

Plan today's work

Review the Daily recap and Board before the day starts.

Set up integrations

Add integrations for apps that hold code, issues, meetings, and team communication.

  • Start with the essentials
  • Create the workspace
  • Frequently asked questions
  • Back to top