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How it works

From an empty workspace to a team that plans, tracks, talks and reports in one place — here is the path most teams follow.

  1. 1

    Create your workspace

    The first person sets up the company profile — name, logo, contact details, time zone and currency — and picks a task ID prefix such as NW-128.

    Company profileLogoTask prefix
    Who
    Owner
    When
    5 minutes, once
  2. 2

    Add Spaces and Lists

    Make a Space for each team, product or client. Start from a template with a ready workflow, or define your own statuses and custom fields.

    TemplatesStatusesCustom fields
    Who
    Owner or admin
    When
    Day one
  3. 3

    Bring your work and tools

    Import tasks from ClickUp, Trello, Asana, Excel or Google Sheets. Connect Google Calendar, Slack or Teams, and attach Google Drive or Dropbox files to tasks.

    ImportCalendarSlack · Teams
    Who
    Owner or admin
    When
    Day one
  4. 4

    Invite your team

    Send invites by email. Each person gets a role — admin, member, limited member or guest — and sets up their own profile and notifications.

    RolesTeamsPrivate Spaces
    Who
    Admin
    When
    Day one
  5. 5

    Plan and do the work

    Break work into tasks and subtasks with owners, dates and priorities, plan sprints and repeating work, and let automations handle routine steps. Each morning “Your day” says what to do first. Start a timer on whatever you are working on.

    List · Board · GanttSprintsTimers
    Who
    Everyone
    When
    Every day
  6. 6

    Talk and meet

    Discuss in task comments and channels. When talking is faster, start a video call from the task — turn on Transcribe and the notes and action items are written for you.

    ChannelsVideo callsAI notes
    Who
    Everyone
    When
    Every day
  7. 7

    Approve, report and bill

    Share work for approval (clients use their own portal). Timesheets are approved weekly; goals and dashboards show progress; approved hours become invoices in a few clicks.

    ApprovalsGoalsInvoices
    Who
    Leads
    When
    Weekly

What each person sees

Team members

See their tasks for today in Home and My tasks, run timers, comment, chat and join calls.

Leads

Plan on the Gantt and Workload views, approve timesheets, watch budgets on dashboards.

Admins

Manage the company profile, members, roles, rates, templates, trash and the audit log.

Clients (guests)

Sign in to a separate portal to follow progress, comment on files, approve and send requests.

Put your team’s work in one place.

Set up your company, invite the team and start your first project in a few minutes.

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