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Getting Started

Create your first organization, workspace, board, and issue in under 10 minutes.

What you will end up with

By the end of this guide you will have a working Kanban board with columns, at least one issue visible on the board, and one teammate invited to your workspace.

  • One workspace with one Kanban board.
  • At least one issue moved from To do to Done.
  • At least one teammate invited.

The Free plan is sufficient to complete all steps below. See Billing & plans if you want to understand plan limits before starting.

Step 1 — Create your organization

An organization is the top-level container that owns your workspaces and defines your URL (example: acme.ouraboard.app).

  1. After signing up, you are prompted to create an organization.
  2. Enter a short, memorable handle (example: acme-corp). This becomes part of your workspace URL and cannot be changed later.
  3. Confirm — you land on the main dashboard.

Step 2 — Create a workspace

A workspace is a delivery area for a team or product. Start with one. You can add more later if you need to separate teams or products completely.

  1. From the dashboard, click New workspace or use the workspace switcher in the sidebar.
  2. Give it a name (example: Product).
  3. Confirm — workspace appears in the sidebar.

See Organization & workspace for guidance on when to create multiple workspaces.

Step 3 — Create a project

A project groups related boards and issues together (example: Mobile App, Backend API).

  1. In the sidebar, click Projects → New project.
  2. Enter a project name and confirm.
  3. Project appears in the sidebar under your workspace.

Step 4 — Create a board

A board is where issues move through your workflow. Choose Kanban for continuous flow, or Scrum if you work in time-boxed sprints.

  1. Inside the project, click New board.
  2. Choose board type: Kanban for your first board.
  3. Give it a name (example: Main board) and confirm.
  4. Board opens with default columns already created.

Recommended first columns

Start simple. You can add more columns once the team has agreed on process.

  • To do
  • In progress
  • Done
Board view showing three columns: To do, In progress, and Done
A board with three columns and issue cards ready to move.

Step 5 — Add or adjust columns

If default columns were created in step 4, you can skip this. To add a column:

  1. Click + Add column at the right edge of the board.
  2. Enter a column name and confirm.

Columns can be reordered by dragging. Column names and order are managed in Workspace Settings → Board columns.

Step 6 — Create your first issue

Issues are the core unit of work — tasks, bugs, features, or epics.

  1. Click + in the To do column header, or click New issue in the top bar.
  2. Enter a title (example: Set up CI pipeline).
  3. Optionally set Assignee, Priority, and Type.
  4. Confirm — the issue card appears in the column.
New issue form showing Title, Assignee, Priority, Type, and Labels fields
The issue creation form. Only Title is required — all other fields are optional.

Step 7 — Invite a team member

Workspace members can view and work on issues. The MEMBER role is the right default for most people. See Permissions for the full breakdown.

  1. Open Workspace Settings → Members.
  2. Click Invite member.
  3. Enter the email address and select a role (MEMBER is the default).
  4. Send invite — the member appears as Pending until they accept.
Members settings page with invite form open showing email field and role selector
Invite a member by email. They receive an email invitation with a link to join.

Step 8 — Move the issue

Drag the issue card across columns to track its progress.

  1. Drag the card from To do to In progress.
  2. Drag it again to Done.

You can also open the issue and change the Status field directly if you prefer not to drag.

What's next