Onboarding — get set up in 10 minutes

Welcome to TASKTOGO! This guide walks you through the five steps to go from sign-up to a fully functioning team workspace.

Step 1: Complete your profile

1. Click your avatar in the bottom-left corner → Profile.
2. Add a profile photo so teammates can recognise you.
3. Set your display name, job title, and timezone.
4. Save.

A complete profile makes collaboration more personal and ensures notifications are sent at the right time.

Step 2: Create your first group

1. Click + New group in the left sidebar.
2. Give it a descriptive name (e.g. "Product Team", "Q3 Campaign", "Field Operations").
3. Choose a color and icon.
4. Click Create.

Step 3: Invite your teammates

1. Open your new group → Members → Invite members.
2. Enter their email addresses.
3. Click Send invites.

They'll receive an email invitation. If they don't have a TASKTOGO account yet, they can create one for free during the invite flow.

Step 4: Set up your first module

Each group can have multiple modules — structured sections for different types of work.

1. Inside your group, click + Add module.
2. Choose a type:
   • Tasks — to-do lists and work tracking.
   • Calendar — shared schedule.
   • Members — roster and directory.
3. The module appears in the group sidebar immediately.

Step 5: Create your first task

1. Open the Tasks module.
2. Click + New task.
3. Set a title, assign it to yourself or a teammate, add a due date.
4. Click Save.

That's it! You have a working team workspace. Explore more features:

• Messaging — real-time group chat.
• Search — find anything with Ctrl + K.
• Notifications — control what alerts you get.
• Mobile app — take TASKTOGO with you.

Need help?

Click the ? icon in the bottom-right corner of any screen, or email support@tasktogo.com.