Getting Started

This guide walks you through your first project end-to-end — create the project, add a few tasks, assign them to teammates, and start tracking progress. Plan on five minutes.

Screenshot needed — add an annotated image showing this UI

Step 1 — Open Projects

1. Click Projects in the sidebar (or go to /projects)
2. If your workspace doesn't have the Projects module enabled yet, an admin can turn it on at Settings → Modules

The Projects landing page shows all projects you have access to. If it's empty, you'll see a "Create your first project" prompt.

Step 2 — Create a Project

1. Click New Project (top right)
2. Fill in:

3. Click Create

You can also start from a template if your workspace has one set up — that pre-fills the task list, labels, and cycles.

Step 3 — Add Your First Tasks

Inside the new project:

1. Click New Task (or press C)
2. Type a title and pick an assignee
3. Optionally set: priority, due date, labels, estimate
4. Hit Create — or Create another to keep going

The full guide on creating, editing, and organizing tasks is at Tasks.

Step 4 — Pick a View

At the top of the task list, switch between:

• List — sortable rows
• Board — drag-and-drop kanban grouped by status
• Table — spreadsheet-style with inline editing
• Calendar — tasks placed on their due date
• Gantt — timeline with dependencies
• Timeline — horizontal chronological view

Save any combination of filters as a Saved View so you can jump straight back later.

Step 5 — Invite Teammates

1. Open the project
2. Go to Settings → Team
3. Click Add Members and pick from your workspace
4. Give each member a role: Lead, Member, or Viewer

If the people you need aren't in the workspace yet, an admin can invite them at Settings → Teams.

What's Next

• Tasks — break work down with subtasks and dependencies
• Cycles — group work into time-boxed sprints
• Automations — let Workestra do the busywork
• Time Tracking — log hours and submit them for approval
• Integrations — pull tasks in from email, Slack, and GitHub