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Create a Workspace and Project

This guide covers the first functional setup inside Workboard so your team can begin tracking work immediately.

1. Create a workspace

  1. Go to the dashboard and create a new workspace.
  2. Choose a clear workspace name (usually company, team, or department).
  3. Confirm creation and open the workspace.

2. Create your first project

Inside the workspace Projects page:

  1. Click Create project.
  2. Set a project name your team will recognize quickly.
  3. Open the project when it appears in the projects list.

3. Decide your execution view

Each project supports:

  • Board view for status-driven execution
  • List view for compact scanning and sorting
  • Backlog view for planning and grooming

You can switch views as your workflow changes.

4. Define basic conventions before inviting others

Before team onboarding, align on:

  • Default status flow (e.g. To Do -> In Progress -> Done)
  • Priority usage (low/medium/high/urgent)
  • Label naming style (feature, bug, area, etc.)
  • Due date expectations

This keeps your board consistent from day one.

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