Quickstart

Follow these four simple steps to get started with CraftDesk and create your first collaborative workspace.

Step 1: Sign Up and Choose Your Plan

Visit craftdesk.app and click Sign Up. Enter your email address, create a password, and provide your workspace name. On the next screen, choose your plan:

• Starter — Perfect for individuals or very small teams just getting started
• Professional — Ideal for growing teams with moderate project complexity
• Business — For enterprises requiring unlimited projects and priority support

You can always upgrade or downgrade later. All plans include a 14-day free trial with full access to paid features.

Note: New workspaces start on the Starter plan if you choose to pay. Trial access begins immediately upon sign-up.

Step 2: Create Your First Project

Once you've created your workspace, you'll see the dashboard. Click New Project in the top-right corner. Give your project a memorable name and optional description. You can choose from built-in templates:

• Kanban — For agile-style workflows with columns for different stages
• Sprint — Optimized for two-week sprints with velocity tracking
• Roadmap — Long-term planning with timeline visualization
• Blank — Start fresh with an empty canvas

Note: Starter plan allows up to 5 projects. Professional allows 25, and Business is unlimited. Archive old projects to stay organized.

Step 3: Invite Your Team

Click Settings → Team → Invite Members. Enter team members' email addresses (one per line) and assign their role:

• Owner — Full control of workspace and billing (typically just you to start)
• Admin — Can manage projects, team members, and settings
• Member — Can view and work on assigned tasks

Invitations expire after 7 days. Team member seats count toward your plan limits (Starter: 1, Professional: 15, Business: 50).

Step 4: Configure Integrations (Optional)

To unlock automation potential, configure integrations in Settings → Integrations:

• API Key — Generate one to build custom integrations (available on all plans)
• Webhooks — Subscribe to events like project creation or task updates
• Custom Domain — Set up a branded domain (Professional and Business only)

Your API key provides programmatic access to all your CraftDesk data. See Authentication for details.

What's Next

Congratulations! Your workspace is ready. Start by:

1. Creating some tasks in your first project
2. Assigning them to team members
3. Exploring Key Concepts to understand projects, members, and entitlements
4. Reading Project Settings to customize your workspace

Support: Need help? Check our FAQ or contact support.