Gettingstarted
Get up and running in minutes. One workspace, your tasks, and the agent—solo or with others. No credit card required.
Just you? Solo path
Create one workspace and one team for yourself. Add tasks, use the agent to plan and create from chat, and connect Cursor for task context. Invite others later when you need to—same workflow, no extra setup.
Your first 5 minutes
Sign up and create a workspace
Sign in with email (no credit card required). Create your first workspace—this is where your tasks and teams live. One workspace is enough to start; add more later on Pro if you need them.
Create your first team
Go to Teams and create a team. Solo? Use one team for yourself—it gives you a backlog, board, and workflow. Add more teams later for different projects or when you work with others.
Add your first task
Create a task and assign it to your team. Add a title, description, and status. Tasks are the core unit of work. You can assign to yourself or leave unassigned until you're ready.
Try the agent
Open chat and ask: "List my tasks" or "Show me task ATL-1". On Pro, create tasks and plan work from chat (e.g. "Create a task: Fix login bug, high priority"). The agent uses your real workspace data.
Next steps
Set up workflow
Define statuses that match how you work (e.g. Backlog, In progress, Review, Done). Each team has its own workflow. Move tasks through statuses as you go—solo or with others.
Plan work from chat
Use the Plan agent to suggest scope based on your backlog and capacity. Review the plan, then apply from the action dock. Great for weekly or sprint planning, whether you're solo or on a small team.
Invite others (optional)
When you're ready, go to Teams and invite people by email. Assign roles (owner, admin, member) so everyone has the right access. One workspace can stay just yours or grow with your team.
Use templates
Create task and team templates with default statuses and labels. Spin up new work with consistent structure—useful for recurring project types or when you add more teams.
Pro tips
- Start simple: one team, a few tasks, and the agent. Add workflow, templates, or people when you need them.
- Use the agent to list and view work—faster than clicking through views. Ask "What's in progress?" or "Show my tasks."
- On Pro, create tasks from chat: "Create a task: Fix login bug, high priority" and confirm in the action dock.
- Set workflow statuses to match how you actually work—no fixed process required.
- Solo? One team is enough. Use it as your backlog and board; add more teams when you have separate projects or clients.
Learn more
Explore these guides to get the most out of Zyvia.