Quick start

This walks from an empty instance to a working board. It takes a few minutes.

1. Sign in

Open the app and sign in with the username and password an administrator gave you. The first account on a new instance is created by whoever installs it.

2. Create a project

From Projects, choose New Project and fill in three fields:

• Project Name — what the team calls it, for example Orbit Web App.
• Project Key — a short uppercase code, for example ORB. Every task gets a key built from it: ORB-1, ORB-2. The key is permanent and appears in branch names, pull requests and MCP calls, so keep it short.
• Description — one line about the project’s scope.

A new project starts with seven default columns and four categories. Both are yours to change later in Settings.

3. Add your first tasks

Press N anywhere, or use New task on the board. A task needs only a title; everything else can be filled in later.

Useful things to set while you are there:

• Priority — Low, Medium, High or Urgent. Medium is the default.
• Category — bug, doc, user-story or idea out of the box.
• Acceptance criteria — each line becomes a checklist item, and the card shows the progress bar.

4. Work the board

Drag a card to move it between columns, or change status inline from the list view. Click a card to open the task, where description, criteria, comments, dependencies and history all live.

5. Invite the rest of the team

An administrator adds people under Settings → Users, then grants them access to the projects they need. See Members and permissions.

6. Connect an agent (optional)

To let Claude Code work the board, create an API token under Settings → API Tokens and point an MCP client at the instance. See Claude Code and MCP for the exact configuration.