Set up a new workspace: a checklist for owners and admins

You can finish the basics in about twenty minutes. Do these in order, because later steps use choices from earlier ones.

1. Name the workspace and add a logo

   Settings, then Workspace. See Workspace settings: name, logo and defaults.

2. Make the statuses match how your team works

   Rename, reorder or add statuses and mark which ones count as done. See Edit board statuses.

3. Review labels, item types and custom fields

   These keep projects easy to find and filter. See Edit labels, item types and the color scheme and Create custom fields.

4. Invite your team

   Add each person with a role. See Add a person to your workspace.

5. Check what each role can do

   Open Roles & permissions and rename roles or adjust access to fit. See Roles and permissions.

6. Add your clients and partners as contacts

   Contacts do not use seats and never get emails. See Manage clients and collaborators.

7. Create a brand kit for each brand

   Keep colors, logo links and fonts in one place. See Create and use brand kits.

8. Turn on two-step sign-in for yourself

   Two-step sign-in will be required for everyone, so start with your own account. See Two-step sign-in with an authenticator app.

9. Choose how often to get a backup reminder

   See Get a backup reminder email on a schedule.