First Steps
Sign up for Workestra, verify your email, and take a quick tour of the dashboard.
First Steps
Welcome! Let's get you signed up and familiar with Workestra. This process takes just a few minutes.
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Step 1: Sign Up
You can create a Workestra account using any of these methods:
Option A: Email and Password
- Go to workestra.app
- Click Get Started or Sign Up
- Enter your work email address
- Create a secure password (minimum 8 characters)
- Click Start Free Trial
Option B: Single Sign-On (SSO)
For faster setup, use your existing account:
- Google — One-click sign-in with your Google Workspace account
- Microsoft — Sign in with Azure AD / Microsoft 365
- GitHub — Perfect for development teams
Using SSO? Your account will be created automatically, and you'll skip the email verification step.
Step 2: Verify Your Email
If you signed up with email and password:
- Check your inbox for a verification email from Workestra
- Click the Verify Email button in the email
- You'll be redirected to the onboarding flow
Didn't receive the email? Check your spam folder, or click Resend Email on the verification page.
Step 3: Complete Onboarding
After verification, you'll land on the onboarding flow:
What Happens Next
- Create Your Workspace — Choose a name for your team's workspace (more on this in the next guide)
- Select Your Industry — This helps us customize your experience
- Choose Your Modules — Enable the tools you need (you can change this anytime)
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Step 4: Dashboard Tour
Once onboarding is complete, you'll arrive at your Dashboard. Here's what you'll see:
Header Area
- Search bar — Find anything with Cmd+K (or Ctrl+K on Windows)
- Breadcrumbs — Shows where you are:
Workestra / Dashboard - User menu — Access profile, settings, and logout
Main Content
| Section | What You See |
|---|---|
| Welcome Banner | Personalized greeting based on time of day |
| Setup Checklist | Quick tasks to get the most from Workestra |
| AI Insights | Smart suggestions based on your workspace activity |
| Module Cards | Quick stats and access to each enabled module |
| Quick Start | One-click actions to create your first items |
Sidebar Navigation
The left sidebar contains icons for all your enabled modules:
- Dashboard — Home with overview stats
- Inbox — Emails and notifications
- Knowledge Base — Team documentation
- CRM — Customer relationship management
- Recruiting — Hiring and candidate tracking
- Projects — Task and project management
- Support — Customer service tickets
- Finance — Invoicing and expenses
- Analytics — Reports and insights
Click any module icon to expand its sub-navigation. Click again to collapse it.
Try the Command Palette
The fastest way to navigate Workestra is with the Command Palette:
- Press Cmd+K (Mac) or Ctrl+K (Windows)
- Type what you're looking for, like "create contact" or "john smith"
- Press Enter to select a result
The command palette searches across:
- Contacts, deals, companies
- Tickets, invoices, tasks
- Projects, jobs, candidates
- Knowledge base articles
- Pages and settings
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What's Next?
Now that you've taken the tour, let's set up your workspace properly:
Next: Create Your Workspace →
You'll learn how to:
- Name your workspace and choose a URL slug
- Understand workspace data isolation
- Set up multiple workspaces if needed