Your first day in Twigex

On this page

For everyone on the team. About 15 minutes. Setting up Twigex for your organization? Start with Set up Twigex instead.

Sign in with the password your admin gave you, or the one you set from the email. Then click your profile icon in the top-right corner, select Settings, and add a profile picture and the notifications you want.

The profile menu opened from the top-right icon, next to the Profile settings page

You're done when your name and photo show in the top-right corner.

Full guide: Profile info · Notifications

In Files, click + Upload new file and pick one or more files from your computer.
To share one, click its share icon, choose the people in Assigned to, set what they're allowed to do, and click Share.

The Share file dialog, with a teammate selected and permission options

You're done when a teammate can open the file you shared.

Full guide: Uploading files · Share

Start talking

In Chat, click Add channels in the sidebar and choose Create channel.
Name it, and pick Public (anyone can join) or Private (invited members only).
To message one person, click + next to Direct Messages and select them.

The Create a new channel dialog, with Public and Private channel types

You're done when you've sent your first message.

Full guide: Create a new channel · Direct messages · Video chat

Create a workspace and add teammates

A workspace holds a team's folders, tables, and views.

In Projects, click + Create workspace, enter a name (for example, Marketing), and click Create.
Open Members, select the workspace, add your teammates, and click Add user(s) to workspace.

The Create workspace dialog

You're done when your teammates are listed under the workspace's members.

Full guide: Create a new workspace · Add users to a workspace

Create a folder and a table

Tables live inside folders, so create a folder first (for example, one per client or project). Then open it, click the green + button in the workspace header, select Create table, and give it a name.

The Create folder dialog inside a workspace

You're done when your new table opens, ready for tasks.

Full guide: Create a new folder · Creating a table

Add tasks and assign them

Add a few rows as tasks. Click the empty Assignee field to give each one an owner, and set a status such as To Do or In Progress.

The Assign task dialog, with a teammate selected

You're done when each task has an owner and a status.

Full guide: Assigning a task · Task status

See your tasks on a Kanban board

Click the dropdown that says Grid View and select Kanban View.
Choose Status as the group field.
Name the view and click Create View.

Your tasks now appear in columns by status. Drag a task to another column to change its status.

A Kanban board with tasks in To Do and In Progress columns

You're done when dragging a task changes its status.

Full guide: Creating a Kanban view

Build your first dashboard (optional)

If your team works with data, connect a database in Analytics, then create a chart and add it to a dashboard.

You're done when your dashboard shows your first chart.

Full guide: Set up a database connection · Creating a chart · Creating a dashboard

What's next

You've covered the basics. From here, explore each area in depth: Files, Chat, Apps & Projects, Analytics, and Settings. Stuck on something? Ask on r/twigex.