Your first fifteen minutes
1
Create a workspace
A workspace is your company. Everything — projects, people, clients,
settings — lives inside one. See Workspaces and people.
2
Invite your team
Settings → Members. Each person gets a workspace role, and separately a
role on each project they join.
3
Create a project
Give it a client, a delivery status, and dates. See Projects.
4
Add work
Tasks carry a status, type, priority, assignee, and due date. See
Tasks.
5
Turn on what you need
Sprints, time tracking, budgets, SLAs and more are modules you switch on
per workspace. See Modules and plans.
How the pieces fit
Projects
The unit of delivery. Has a client, a team, a status, and dates.
Tasks
The work itself, with statuses you define and priorities that can drive
SLAs.
Time tracking
Timers and timesheets — the input for utilization and profitability.
Reports
Where the hours went, who’s over capacity, and what’s unbilled.
A note on modules
Not everything is on by default. Worksynk ships features as modules that a workspace owner or admin enables under Settings → Modules — so you’re not carrying UI for sprints if you don’t run sprints.If a feature in these guides isn’t visible in your workspace, it’s usually
because the module is off, or your plan doesn’t include it. Both are shown on
the Modules page.