Set Up Your Workspace

Welcome to your new Complexus workspace! Now that your central hub is created, let's walk through a few essential first steps to get you and your team up and running smoothly.

1. Create Your Workspace (If You Haven't Already)

Workspace creation is the foundational step when you sign up for Complexus. If you're just starting, ensure you've completed the sign-up process to establish your dedicated workspace.

Once your workspace is active, you can proceed with the following setup actions.

2. Invite Your Team Members

Complexus shines when your team collaborates. Inviting your colleagues is a critical next step:

• Why it matters: Shared visibility, better communication, and aligned efforts on projects and objectives.
• How to do it: You can invite members during the initial onboarding process or at any time afterwards. Look for options to invite team members via keyboard shortcuts Cmd + I, dedicated buttons in the sidebar or workspace menu.

3. Familiarize Yourself with the Complexus UI

Take a moment to explore the main areas of the Complexus interface. Understanding the layout will help you navigate efficiently:

• Sidebar (Left): Your primary navigation hub. Access your work (My Work, Stories, etc.), Objectives, Sprints, Teams, and other modules.
• Workspace Switcher & Menu (Top-Left): Click your current workspace name to switch between workspaces (if you have multiple), create a new workspace, access workspace settings, or invite members.
• Command Menu (via Cmd+K / Ctrl+K): Quickly find anything or execute commands. Search for stories, objectives, projects, navigate to different parts of the app, or access settings.
• User Profile & Settings (Top-Right): Access your personal account settings, profile, notifications, and log out.

4. Create Your First Team (If Applicable)

Teams in Complexus help organize members and their work (like Sprints and Objectives) into logical groups (e.g., Engineering, Marketing, Product).

• If your work naturally falls into distinct teams, creating them early can be beneficial.
• How to Create a Team:
  • Primary Method: Navigate to Settings. From there, go to the Workspace section, select Teams, and then click on "Create a team".
  • Sidebar Shortcut: Under the "Your Teams" heading in the main sidebar, look for a menu. This menu should provide a quick link to the "Manage Teams" or "Create new team" page, which will take you to the same team creation area within Settings.
• You'll typically be asked to provide:
  • Team Name: A descriptive name for your team (e.g., "Frontend Engineers", "Growth Marketing").
  • Team Code: A short prefix for team-specific items, like Stories (e.g., ENG, MKT).
  • Team Color: To visually distinguish the team within the workspace.
  • Privacy Settings: You may have options to set the team as private (visible only to members and admins) or public.

5. Create Your First Story

The best way to learn is by doing! Let's create your first work item, typically called a "Story" in Complexus (this term might be customized in your workspace).

• How: Look for a prominent Create Story button, often in the header or sidebar. Alternatively, use the universal keyboard shortcut (often Shift+N).
• Fill in the basics: Give it a title (e.g., "Draft initial project plan"), a brief description, and assign it to yourself.
• Don't worry about all the fields yet; just get a feel for the creation process.

This will help you see how work is captured and appears in lists or boards.

Next Steps

With these initial steps completed, you're well on your way!

Consider exploring these areas next:

• Dive deeper into Product Guide like managing Stories, Objectives, and Sprints.
• Understand key Concepts that underpin Complexus.
• Customize your Workspace Settings.

Welcome aboard!