How It Works

Follow each step in Cards.

  • An organization is an access boundary, not merely a label.
  • Keep client and internal work in the correct workspace.
  1. 01

    Confirm the organization name and the Workspace Owner responsible for access decisions.

    Cards screen demonstrating step 1: Confirm the organization name and the Workspace Owner responsible for access decisions.Confirm the shared Workspace identity and defaults
    Step 1 screen focusConfirm the organization name and the Workspace Owner responsible for access decisions.
  2. 02

    Add the teams, working calendars, and settings needed for the organization.

    Cards screen demonstrating step 2: Add the teams, working calendars, and settings needed for the organization.Create and review the Teams that coordinate work
    Step 2 screen focusAdd the teams, working calendars, and settings needed for the organization.
  3. 03

    Check that members can see only the Projects and controls appropriate to their role and team scope.

    Cards screen demonstrating step 3: Check that members can see only the Projects and controls appropriate to their role and team scope.Verify each Membership, role, Project scope, and status
    Step 3 screen focusCheck that members can see only the Projects and controls appropriate to their role and team scope.
  4. 04

    Create a small test Project before moving active delivery into the workspace.

    Cards screen demonstrating step 4: Create a small test Project before moving active delivery into the workspace.Create a small Project from Plan to test the setup
    Step 4 screen focusCreate a small test Project before moving active delivery into the workspace.
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