Create a Workspace and Project

Set up your first workspace and project structure in Kaneo

This guide covers the first functional setup inside Kaneo so your team can begin tracking work immediately.

1. Create a workspace

1. Go to the dashboard and create a new workspace.
2. Choose a clear workspace name (usually company, team, or department).
3. Confirm creation and open the workspace.

2. Create your first project

Inside the workspace Projects page:

1. Click Create project.
2. Set a project name your team will recognize quickly.
3. Open the project when it appears in the projects list.

3. Decide your execution view

Each project supports:

• Board view for status-driven execution
• List view for compact scanning and sorting
• Backlog view for planning and grooming

You can switch views as your workflow changes.

4. Define basic conventions before inviting others

Before team onboarding, align on:

• Default status flow (e.g. To Do -> In Progress -> Done)
• Priority usage (low/medium/high/urgent)
• Label naming style (feature, bug, area, etc.)
• Due date expectations

This keeps your board consistent from day one.

Next

• Plan and execute tasks in Board/List
• Collaborate with your team