Before You BeginTo make this process as smooth as possible, have a think about two things:
- One simple, repeatable process in your team you’d like to improve (e.g., managing marketing requests, tracking bugs).
- A list of the team members you’ll be inviting.
Your Setup Roadmap
This process is broken down into clear, manageable steps. Follow them in order to get your account ready for your team.1
1. Configure Organization SettingsSet your organization’s name, logo, and timezone. These simple settings ensure a professional and consistent experience for all your users.➡️ Guide: Configure Organization Settings
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2. Create User GroupsSet up
Groups
like ‘Marketing Team’, ‘Developers’, or ‘Sales Team’. Using Groups
makes it much faster to assign permissions and tasks later on.➡️ Guide: Creating User Groups3
3. Invite Your Team MembersInvite your team members to join your Luklak account. You can add them to the
Groups
you just created during the invitation process for maximum efficiency.➡️ Guide: How to Invite Your Team4
4. Launch Your First WorkspaceNow it’s time to create a place for your team to work. You’ll do this by launching a
⏹️ Space
from a pre-built 📋 Function
template. This is the core of Luklak in action.➡️ Playbook: Launching a ⏹️ Space from a Template
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5. Configure the ⏹️ Space
Assign your team members to the new ⏹️ Space
and briefly customize the workflow statuses to match your team’s process (e.g., adding an IN REVIEW
status).➡️ Guide: Basic ⏹️ Space Configuration