1. Create a workspace

These six steps are for the person rolling UTSUROI out to a team (an admin). If you were invited, read If you were just invited instead.

What a workspace is

The workspace is the outermost container. One per organization or team.

Workspace
└─ Board (a project / team / area)
   └─ Lane (TODO / DOING / DONE + your own stages)
      └─ Task (can have subtasks)

Creating it

Open the sign-up page, register, and follow the verification link in your email to reach the workspace creation screen. If you already have an account, sign in.

Early access

The app currently has an access authentication screen. If you have not received access instructions yet, request early access.

1. For a team, enter a name under Shared workspace. This example uses Northstar Studio.
2. Select Create and get started.
3. When creation finishes, Home opens with a default board ready to use.

To try it on your own, choose Start a personal workspace instead.

The following examples use this sample workspace to prepare a help center launch.

Naming

Your company or team name is fine for the workspace. You can change it later. The hard question is how to slice boards, which is the next step.

Check these first

Billing plan

Settings → Billing shows your current plan. The Free plan has member and board limits. If you are over the limit when it switches, the whole workspace becomes read-only — so look at this before adding people.

Only owners and admins can manage the plan.

Your account settings

Separate from workspace settings, there are account settings — yours, shared across every workspace.

• Profile (global display name)
• API tokens
• Appearance

This is also where you issue API tokens.

Next

2. Design your boards and lanes