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Help Documentation  / Getting Started

Getting Started with IterDone

A six-step walkthrough of Spaces, Lists and Tasks, creating your first task, switching views, opening a task, writing a Doc, and finding anything with search.

The Quickstart dialog showing a numbered step with its icon, title, body text, and a Create a task action button, plus the step-dot progress indicator across the top.

The stepped Quickstart tour, reachable any time from the Help menu.

What it does

The Quickstart is IterDone's first-login tour: six short cards covering Spaces, Lists and Tasks; creating a task; switching between List and Board view; opening a task's details; writing a Doc; and finding things with search. It appears automatically on your Home page the first time you sign in, and reopens on demand from the profile menu's Help item as a stepped dialog with the identical six steps.

Who needs it

Anyone signing into a new workspace for the first time, and anyone helping a new teammate get oriented without sitting next to them. Admins rolling out IterDone to a team can point people at it instead of writing their own onboarding doc.

Why use it

It's the fastest path from a blank workspace to your first real task. Steps that have a matching action — open a list, create a task, create a Doc, invite teammates — include a one-click button, so you learn by doing instead of just reading a description.

How it works

The Quickstart walks through the same six steps in two places: as cards on your Home page the first time you sign in, and as a stepped dialog you can reopen any time from the profile menu's Help item. Both use identical copy, so whichever one you land on teaches the same six things.

  • Spaces, lists, and tasks: a Space is a project or team area, Lists live inside a Space, and each row in a List is a Task. That's the whole hierarchy — nothing more to learn before you start.
  • Create a task: use the + task button in the top bar, or press C from anywhere. Pick a list and type a title — that's the action you'll use the most.
  • List and Board views: open a list, then switch between List and Board at the top. On the Board, drag a card to change its status.
  • Open a task: click any task to set an assignee, due date, description, and comments without leaving the page.
  • Write a Doc: Docs live in the same sidebar as your tasks. Use the Doc button in the top bar to start a page.
  • Find anything: press Ctrl+K to search tasks from anywhere. Owners and admins invite teammates from Admin, then Members.

Each step in the dialog can show a one-click action button — Open a list, Create a task, Create a Doc, or Invite teammates — that jumps straight into the step instead of just describing it. You can skip the tour at any point (Skip, or Got it on the last step) and reopen it later; nothing is lost by dismissing it.

Ready when your team is.

Create your workspace, bring your work across, and get the afternoon back. Iterate until done.

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