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GUIDE 11 / GETTING STARTED

Make your first day useful with a small setup.

Fictional North Studio starts with Willow Bakery’s Website refresh. Maya needs a clear next action today; historic imports can come later.

By GoodCompany2 min readCompany setup · Setup guide · Clients · Tasks · Documents

WHAT YOU’LL TAKE AWAY

A useful next step,
not another open tab.

  • Prepare three things
  • Create the smallest useful workspace
  • Check before adding more
  • Avoid importing before you can review

Prepare three things

Have your company details, a client name and one real next action. The company owner selects an available plan; the Solo trial is offered only when eligible. Check the current plan card for price and capacity.

Create the smallest useful workspace

  1. Create and verify your account, complete the company Interview and review Profile.
  2. Choose a plan and wait for its confirmation. Complete the two-step verification prompt when asked and save your recovery codes. Choose I’ll set up manually to enter work yourself.
  3. Open Clients → Add client, enter Willow Bakery and choose Add client. On the client, choose Add project, enter Website refresh and choose Create project.
  4. In Tasks → New task, enter “Review homepage brief”, link the client/project, set an assignee and due date, then choose Create task.
  5. Use Upload to project in the project’s Documents area to upload the brief. Open the file to check it is readable.

Check before adding more

Reopen the client, project, task and file. The task should describe an action you can finish, and the intended colleague should have access. Settings → Profile → Setup guide lets you inspect connections and choose Resume guided setup later.

Avoid importing before you can review

A prepared connection is not necessarily active after choosing manual setup. Use Setup guide to inspect and activate it. A company profile alone does not confirm a plan or complete background imports.

First-day checklist

Adapt this starter in a project note or document. Copying it does not change your workspace. 

Company and plan confirmed:
Client / project:
Next task / owner / date:
Supporting file checked:
Connection to add later:

Ready to put it into practice?

A quick checklist for this visit. Your company records stay unchanged.

0 of 4 steps reviewed

Further reading

Need help with a specific screen? These articles explain where to click, which fields to fill in and what happens next.

NEXT GUIDE

Bring existing work in, then review what it means.

Maya brings North Studio’s Willow Bakery conversations, brief and statements into the workspace. She treats the results as suggestions to verify against the originals.

Continue

GOOD QUESTIONS

A few specifics.

Must I connect email on day one?

No. You can start manually and add a mailbox later. Inspect Setup guide if you prepared a connection during setup.

Does an invitation include every record?

No. Membership, role permissions and private/shared resource settings all matter.