Getting Started
Five quick steps to set up Planna for your team. Most teams finish in under 15 minutes.
Your onboarding progress
0 of 5 steps complete — about 5 step(s) to go.
Create your workspace
Step 1 of 5 2 minutesSet up your team's home base in Planna — name it, add a logo, and pick your timezone.
Create your workspace
Screenshot preview
Your workspace is the top-level container for all projects, tasks, and team members. You can rename it anytime under Settings → Workspace. Workspaces are isolated — perfect for managing multiple clients or business units.
Action required
Create your workspace
- Click the action button below to open the relevant page.
- Complete the step in the new view — it takes about 2 minutes.
- Come back here and tick the "Mark as done" checkbox.
All onboarding steps
Tick each step as you complete it
Create your workspace
Set up your team's home base in Planna — name it, add a logo, and pick your timezone.
Invite your team
Bring teammates in by email or share an invite link — assign roles as you go.
Create your first project
Spin up a project from scratch or use a template — Kanban, Sprint, or Marketing.
Add your first tasks
Add tasks, set due dates, assign owners, and attach files — get work flowing.
Track your time
Start a timer on any task with one click — see exactly where your hours go.
What's next?
Once you've completed onboarding, explore the docs, learn keyboard shortcuts, and configure integrations to get the most out of Planna.