Before you begin
Have your organization name, timezone and first department ready. You can return later to finish the remaining setup.
Step by step
- Open your workspace as an Organization Admin, then choose Setup.
- Follow the checklist. Review Organization profile and defaults, including your display name and timezone, and save your choices.
- Add departments, types of work and locations. Give each type of work a useful default department.
- Create teams and add members. Invite the people who will request, organize and complete the work.
- Choose the tools your team needs from the available Modules settings. Return to Setup to see what still needs attention.
What happens next
Home and Setup show the progress saved for your organization. Your team can start useful work while you finish optional setup.
Need a hand?
Some choices are set by your organization’s agreement or administrator. A checklist item is completed by saving the relevant setup, not by reading this guide. AI and other optional services need their own setup; everyday work does not depend on them.
Still need help? Find support options.