Getting started
From sign-up to your first card moving through a pipe.
1. Create a team
Sign up and create a team. The team is your tenant boundary. Pipes, members and billing all belong to it, and whoever creates it is the owner.
2. Create a pipe
A pipe is one process. Give it a name and Track40 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 17 field types, among them text, number, currency, date, select, assignee, attachment, record reference, repeatable group and formula. Mark a field required wherever the process depends on it.
4. Invite the team
Invite members from settings. Team 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 and fill in its fields. When a card passes its phase’s time limit it shows how late it is. Save a view to slice the board, or export to CSV whenever you want.
Next: read Designing a pipe to make the workflow enforce itself.