Quick Start
This guide walks you from zero to your first published decision in about fifteen minutes.
1. Create an account
- Go to Register (
/register). - Enter name, email, username, and password (minimum 8 characters).
- Verify your email via the link sent to your inbox—you cannot sign in until verified.
- Sign in at
/login.
Alternative: use Continue with Google. New Google users complete a short onboarding step to choose a username at /auth/onboarding.
2. Create your first team
- Open My Teams (
/teams). - Click Create New Team →
/teams/new. - Name your team (required).
- Choose a plan (Free is fine to start).
- For Pro: set seat count and complete Billing & tax (country and customer type). Checkout opens in a Stripe modal.
- For Enterprise: enter estimated seats and billing details; a quote request is sent and the team is created on Free until sales activates Enterprise.
- Submit. You land on My Teams with your new workspace.
You are automatically the team Owner.
3. Invite collaborators
- Open the team → Team menu (header) → Settings → Invites tab, or click Invite People in the sidebar.
- Enter an email and Send Invite, or copy an Invite link.
- Invites expire after 7 days. Pending invites count toward your seat limit.
New members join with the Member role by default.
4. Create a space
- From team Overview, click New Space, or use the sidebar + next to Spaces, or
/teams/:teamId/_new-space. - Enter Space name and optional description.
- Choose visibility:
- Restricted — all team members (default on Free).
- Private — only explicit space members (Pro+).
- Public — readable broadly when the team is public (Pro+).
- Click Create Space.
5. Add a page
Pages are created inside a space from the sidebar:
- Expand your space in the left tree.
- Click Add new page… (or use shortcut ⌘⇧X / Ctrl⇧X).
- Type a page title and confirm.
You are taken to the page’s decision list.
6. Create and publish a decision
- On the page, click Decision (or ⌘⇧C / Ctrl⇧C).
- Fill in Title, Description, and Reasoning (required fields).
- Optionally pick an involvement configuration (RACI, DACI, or custom) and assign people to each position, plus set an icon, deadline, tags, and attachments.
- Either:
- Save as Draft — only you (and managers) see it while you refine; or
- Publish Decision — moves to Proposed and notifies the team, and posts to the page’s Slack channel if one is connected.
Publish is blocked if any position in the chosen configuration is under its minimum headcount.
7. Approve and implement
If the configuration gates a transition (for example, an Accountable position must sign off before approval), the people holding that position sign it from the decision’s Signatures panel—once every gating position reaches its quorum, the status advances automatically. If nothing gates a transition, users with Manage Team (Admins, Owners) can:
- Open the decision → sidebar Management.
- Approve or Reject while status is Proposed.
- A position holder marked to implement (or a manager) clicks Mark Implemented after work is done.
See Involvement Positions & Signatures for the full picture.
Power-user tip
Press ⌘K or Ctrl+K (or /) anywhere in a team to open the command palette—search spaces, pages, decisions, and jump to settings without clicking through the tree.
See Command Palette & Shortcuts for the full list.