Quickstart

Get your workspace running in under 5 minutes.

1. Create a Workspace

After signing up, create your first workspace. Choose a name and subdomain that represents your team or agency.

https://app.clienwork.com/your-team

2. Create a Project

Projects group related requests. Create one for each client or initiative.

1. Go to Projects in the sidebar
2. Click New Project
3. Enter a name and optional description
4. Configure statuses (or use defaults)

3. Add Your First Request

Requests are the starting point of all work.

1. Navigate to Requests
2. Click New Request (or use Quick Add)
3. Fill in the title and description
4. Optionally set a due date (and recurring schedule)
5. Assign to a team member (optional)

4. Break Into Work Items

Large requests can be broken into smaller work items.

1. Open a request
2. Click Add Work Item
3. Create sub-tasks with their own status and assignee

5. Invite a Client

Share progress with your clients through the portal.

1. Go to Settings → Clients
2. Click Invite Client
3. Send the invitation link
4. Clients see only their assigned projects

Next Steps

• Understand Core Concepts
• Set up GitHub integration
• Configure client permissions