1. Create workspace
Object: Workspace. Next action: Create.
Personalization touchpoint: workspace naming and default view density.
Onboarding playbook
Organization onboarding
Bring a tenant from first sign-in to active execution with clear object states, deterministic flows, and keyboard-friendly operations.
- Tenant -> Workspace -> Project
- Email-first identity
- Invite states tracked
Lifecycle
Canonical journey and states for a new organization.
2. Create project
Object: Project. Next action: define key, workflow fields, and ownership.
Preview path: project summary before final creation.
3. Invite members by email
Object: Invite row. States: Waiting, Done, Failed.
Waiting
Done
Failed
4. Activate project workflow
Object: Onboarding checklist item. Primary next action: complete setup and start planning.
Undo path: revert invite, archive project, or reset default workflow settings.
Mutation safety contract
Every meaningful action stays explicit and reversible with one normalized sequence: Intent -> Plan -> Preview -> Apply -> Log -> Undo.
Intent -> Plan -> Preview -> Apply -> Log -> Undo
Modality support
- Pointer flows for guided setup and configuration.
- Keyboard for fast command execution and navigation.
- Paste and drag/drop support where capture actions are available.
Run onboarding in desktop for stable local-first setup.
Create workspace, invite members, and complete your first guided checklist in minutes.