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Your first workspace

For Deft v0.3.0-preview.15.

Start with a fresh workspace

Complete Quick start and sign in as the owner. You can follow this tutorial without an AI provider. Use the sample names below so the next tutorial has something to work with.

1. Create a space

Use Create space beside Spaces in the sidebar. Name it launch-room and choose public visibility so invited workspace members can find it.

Post this message:

We need a short launch checklist. It should cover the announcement, the demo, and the support handoff.

Check: the message appears in launch-room under your name. Public means visible within your workspace; it does not publish the conversation on the web.

2. Create a project

Use Create project beside Projects. Name it Launch pilot and enter PILOT in Prefix. Keep the default workflow for this exercise.

Check: the project appears in the sidebar and its name appears above the task view. If the previous project is still shown, select Launch pilot in the sidebar and refresh before adding a task.

3. Add a task

Open the project and choose New task. Enter:

Field Value
Title Draft the launch checklist
Assignee The signed-in owner account
Priority P2
Due date Tomorrow's date in the date picker
Description Cover the announcement, demo, and support handoff.

Save it, then open the task. Check the project, assignee, and description. Confirm the saved due date matches the date you selected. Its task key starts with PILOT-; use the actual key when referring to it later.

Move the task to In progress in Board. Switch to Table and confirm it has the same status. Both views show the same task.

4. Invite a teammate

Open Settings → Members → Invite, enter their email and role, and generate an invitation link. Share the link directly; Deft does not email it for you.

Ask the teammate to open launch-room and reply to your message. Invitation links expire after seven days and work once. See First login for recovery and administrator setup.

You are ready for real work

You have a conversation, a project, and an assigned task. Keep them for your first approved agent action.

If a teammate cannot find the space, check its visibility and their membership. If a task seems missing, check the selected project and clear filters before creating it again.