Getting started
From sign-up to your first card moving through a pipe.
This guide takes you from an empty account to a working pipe.
1. Create a workspace
Sign up and create an organisation. The organisation is your tenant boundary — pipes, members and billing all belong to it. The person who creates it is the owner.
2. Create a pipe
A pipe is one process. Give it a name and BRAND_NAME starts you with a default set of phases. Phases are the columns a card moves through, left to right.
3. Define fields
Add the data each card carries. There are 16 field types — text, number, currency, date, select, assignee, attachment, lookup, formula and more. Mark fields required where the process depends on them.
4. Invite the team
Invite members from settings. Organisation roles (owner, admin, member, guest) cascade into every pipe; you can override access per-pipe with admin / member / viewer roles.
5. Run the work
Create a card, fill its fields, and drag it between phases. When a card meets a phase’s SLA limit it shows how late it is. Save a view to slice the board, and export to CSV any time.
Next: read Designing a pipe to make the workflow enforce itself.