Quickstart Guide

Get your team up and running with ACME Company in under 10 minutes. This guide covers everything from account creation to your first successful project collaboration.

What you'll accomplish

By the end of this guide, you'll have:

• ✅ Created and configured your workspace
• ✅ Set up your first project with team members
• ✅ Configured integrations with your existing tools
• ✅ Completed your first collaborative workflow
• ✅ Understanding of core features and next steps

Step 1: Create your workspace

1. Sign up at acme.com/signup
2. Verify your email - Check your inbox and click the confirmation link
3. Complete your profile:
   • Company name: Your Company Name
   • Team size: Select your current team size
   • Primary use case: Choose what best describes your needs

Result: Your workspace is now created with a unique URL like yourcompany.acme.com

Step 2: Set up your first project

1. Click "Create Project" from your dashboard

2. Choose a template or start from scratch:

   • Product Launch: For launching new features or products
   • Marketing Campaign: For coordinating marketing efforts
   • Development Sprint: For engineering teams
   • Blank Project: Start with a clean slate

3. Configure your project:

   • Project name: Welcome Project
   • Description: Getting familiar with the platform
   • Privacy: Team members only

{
  "name": "Welcome Project",
  "description": "Getting familiar with the platform",
  "template": "product-launch",
  "privacy": "team",
  "features": {
    "comments": true,
    "integrations": true,
    "analytics": true
  }
}

{
  "advanced_settings": {
    "auto_notifications": true,
    "workflow_automation": false,
    "custom_fields": [],
    "integration_webhooks": [],
    "backup_frequency": "daily"
  }
}

Result: Your project is created with a starter workflow and sample tasks

Step 3: Invite your team

1. Click "Invite Team" in your project

2. Add team members:

   • Enter email addresses (one per line or comma-separated)
   • Choose their role: Member, Admin, or Viewer
   • Add a personal message (optional)

3. Set permissions for each role:

Result: Your team can now access the project and start collaborating

Step 4: Connect your tools

Integrate with tools your team already uses:

Popular integrations

# Test notification will appear as:
📋 New task created: "Review quickstart guide"
👤 Assigned to: @john.doe
🔗 View task: https://acme.com/projects/123/tasks/456

Step 5: Create your first workflow

Now let's create a real workflow to see the platform in action:

Create tasks and assign them

1. Add a new task: Click the + button

   • Title: Set up team onboarding process
   • Description: Create a checklist for new team members
   • Assignee: Yourself
   • Due date: Tomorrow
   • Priority: High

2. Add subtasks:

   • Create onboarding checklist
   • Prepare welcome materials
   • Schedule team introduction meeting

3. Set up a workflow:

   • To Do → In Progress → Review → Done

Add comments and collaboration

1. Click on your task to open details
2. Add a comment: @mention team members to get their attention
3. Attach files: Drag images, documents, or links
4. Set up notifications: Choose how you want to be updated

Example comment with mentions:

Hey @sarah, can you help review the onboarding checklist? 
I've attached the draft document here. Let me know what you think!

@team - This will be ready for the next new hire on Monday.

Result: Your team can now collaborate in real-time on tasks with full visibility

Step 6: Explore key features

Dashboard and analytics

Navigate to your Dashboard to see:

• Task completion rates across projects
• Team productivity insights
• Upcoming deadlines and bottlenecks
• Recent activity from all team members

Advanced features to explore

• Custom automation: Set up rules to automatically assign tasks or send notifications
• Time tracking: Log hours and generate reports
• Templates: Create reusable project templates for your team
• API access: Integrate with custom tools using our REST API

Validation and next steps

✅ Confirm everything is working

• Can you see your project dashboard?
• Did team members receive and accept invitations?
• Are integrations sending notifications correctly?
• Can you create, assign, and complete a task?
• Is everyone able to comment and collaborate?

What to do next

Immediate next steps (next 30 minutes)

• Explore components - Learn about advanced features
• Set up automation - Automate repetitive tasks
• Configure notifications - Optimize your notification settings

This week

• Create project templates for recurring work types
• Set up reporting to track team performance
• Train team members on advanced features
• Connect additional tools your team uses

This month

• Review usage analytics to optimize workflows
• Gather team feedback and adjust processes
• Explore API integration for custom workflows
• Consider upgrading to unlock advanced features

Get help

Need assistance? We're here to help:

• 💬 Live chat: Click the chat bubble in the bottom right
• 📧 Email support: support@acme.com
• 📚 Documentation: Browse our complete guides
• 🎥 Video tutorials: Watch quickstart videos
• 📞 Schedule call: Book time with our success team

Troubleshooting