How to seamlessly set up your first workspace in ShipOS

Getting started with ShipOS takes less than 10 minutes. This guide walks through setting up your first workspace with best practices from thousands of successful launches.

Before you start

Gather this information:

• Project name and target launch date

• Team members and their roles

• Current tools (GitHub, Figma, Slack, etc.)

• Existing timeline or milestone list

Step 1: Create your workspace

Choose a workspace name that reflects your team or company—this will be visible to all members and can't be easily changed.

Pro tip: Use your company name rather than a project name. You'll create multiple projects within this workspace.

Step 2: Set up your first project

Fill out the project creation form:

• Project Name: Be specific ("Mobile App Launch" vs. "App Project")

• Target Date: Your ideal launch date

• Team Size: Helps us suggest appropriate templates

• Project Type: Web App, Mobile App, Marketing Campaign, or Custom

ShipOS auto-generates a timeline with key milestones based on your inputs.

Step 3: Connect your tools

We'll detect common applications and offer one-click setup:

• Version Control: Tracks commits, pull requests, deployments

• Design Tools: Shows design progress and connects to development

• Team Chat: Posts updates and allows status changes from chat

Step 4: Invite your team

Add team members with appropriate roles:

• Project Owner: Full project access with admin.permissions

• Contributor: Can update assigned tasks, limited by contributor.scope

• Viewer: Can see status but can't make changes, read-only access

Best practice: Start with core team members (2-4 people) and add others as needed. The system tracks invitation.pending status for follow-up.

Step 5: Customize your timeline

Review auto-generated milestones and adjust:

• Add custom milestones for specific requirements

• Adjust dates based on team availability

• Assign owners for accountability

• Set up dependencies to prevent bottlenecks

First week best practices

Days 1-2: Get comfortable with the interface. Create test tasks and mark them complete.
Days 3-4: Have team members update their assigned tasks to build familiarity.
Days 5-7: Review progress and adjust milestone dates. Early adjustments are normal.

Getting help

If you get stuck:

• Use in-app help chat (bottom right corner)

• Check our video tutorials

• Join our community Slack

• Email support@example.com

Remember: start simple, learn how your team uses ShipOS, then gradually add complexity as needed.