Step-by-step guidance
Who can do this: The verified trial registrant creates the workspace and becomes its first organization administrator.
Before you begin
- A verified company work email
- Your organization name and approximate team size
- The time zone and standard working week used for planning
Steps
- Start the free trial and verify the code sent to your work email.
- Complete your name, organization profile, role, and primary use case.
- Choose the first objective, project type, time zone, working day length, and working days.
- Create the workspace and continue to the guided setup.
Expected result
A secured organization workspace is ready with working preferences that support schedules and capacity calculations.
Next action
Add the people who will be planned, then create one representative client or internal project.
Common problems
- A public or disposable email cannot receive automatic trial access.
- The verification code may have expired; request a new code.
- At least one standard working day must be selected.