Getting started

Five short steps take a brand-new account to something you can actually work from. Follow them in order the first time.

The path

1. Create your account and answer the

setup questions.

1. Find your way around, the sidebar, the

context switcher, and the views.

1. Create your first project.
2. Create your first task.
3. Decide whether you need

personal projects or a workspace.

After the basics

Once you have a project with tasks in it, these are the things most people set up next.

• Work that repeats. Recurring tasks handle

the weekly report and the monthly invoice so you stop re-creating them.

• Someone else involved. Invite a collaborator

to a personal project, or create a workspace if you are running a team.

• Make it yours. Appearance and theme colors are in

Settings → Theme.

• Your professional materials. Career Vault holds

resumes, portfolio pieces, and reusable application answers.

What you get on Free

Free is a real plan, not a trial. It includes 3 projects, 50 active tasks, and 1 collaborator. Nothing expires. Compare the plans when you start bumping into a limit.