> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trilo.chat/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start Guide

> Get your team up and running with Trilo in just a few minutes

This guide will walk you through setting up your Trilo workspace and getting your team started. You'll be up and running in about 10 minutes.

## Step 1: Create Your Account

<Steps>
  <Step title="Visit Trilo">
    Go to [app.trilo.chat](https://app.trilo.chat) in your web browser.
  </Step>

  <Step title="Sign up">
    Click **Get Started** and create your account using:

    * Your email address and a password, or
    * Sign in with Google for quick access
  </Step>

  <Step title="Verify your email">
    If you signed up with email, check your inbox and click the verification link.
  </Step>
</Steps>

## Step 2: Create Your Workspace

After signing in, you'll be prompted to create your first workspace.

<Steps>
  <Step title="Name your workspace">
    Choose a name that represents your team or organization (e.g., "Acme Inc" or "Marketing Team").
  </Step>

  <Step title="Set your workspace URL">
    Pick a unique URL for your workspace. This will be used when sharing links and accessing your workspace directly.
  </Step>

  <Step title="Add a logo (optional)">
    Upload your company or team logo to personalize your workspace.
  </Step>
</Steps>

<Tip>
  You can always change your workspace name, URL, and logo later in **Settings > Workspace**.
</Tip>

## Step 3: Invite Your Team

Collaboration is better with your team. Here's how to invite them:

<Steps>
  <Step title="Go to Members">
    Click on **Settings** in the sidebar, then select **Members**.
  </Step>

  <Step title="Send invitations">
    Enter the email addresses of team members you want to invite. They'll receive an email with a link to join your workspace.
  </Step>

  <Step title="Assign roles">
    Choose whether to invite members as:

    * **Admin**: Can manage workspace settings and members
    * **Member**: Can create and edit content
    * **Guest**: Limited access to specific projects
  </Step>
</Steps>

<Info>
  Invited members can join immediately—no approval needed. They'll have access to all projects unless you've configured specific permissions.
</Info>

## Step 4: Set Up Your First Project

Projects are where your actual work happens. Let's create one:

<Steps>
  <Step title="Create an Area first">
    In the sidebar, click the **+** button next to **Areas** and name your first area (e.g., "Product Development" or "Client Projects").
  </Step>

  <Step title="Create a Project">
    Within your new area, click **+ New Project**. Give it a name and optional description.
  </Step>

  <Step title="Configure project settings">
    * **Project Prefix**: A short code used for task IDs (e.g., "PROD" makes tasks like PROD-1, PROD-2)
    * **Enable AI features**: Toggle whether AI coworkers can assist in this project
    * **Project visibility**: Choose who can see this project
  </Step>
</Steps>

## Step 5: Explore the Features

Now that your workspace is set up, try out the core features:

### Create a Document

<Steps>
  <Step title="Go to Resources">
    In your project, click on **Resources** in the navigation.
  </Step>

  <Step title="Create a new page">
    Click **+ New** and select **Page**.
  </Step>

  <Step title="Start writing">
    Use the rich text editor to add content. Try using `/` commands to add headings, lists, images, and more.
  </Step>
</Steps>

### Add a Task

<Steps>
  <Step title="Go to Tasks">
    Click on **Tasks** in your project navigation.
  </Step>

  <Step title="Create a task">
    Click **+ New Task** or press `T` for a quick shortcut.
  </Step>

  <Step title="Fill in details">
    Add a title, description, assign it to a team member, set a due date, and choose a priority.
  </Step>
</Steps>

### Chat with Your Team

<Steps>
  <Step title="Open the project channel">
    Every project has a built-in chat channel. Click on **Chat** in your project.
  </Step>

  <Step title="Send a message">
    Type your message and press Enter. Use `@` to mention team members.
  </Step>

  <Step title="Try AI chat">
    Click on **AI Coworkers** in the sidebar to start a conversation with an AI assistant.
  </Step>
</Steps>

### Schedule an Event

<Steps>
  <Step title="Open Calendar">
    Click on **Calendar** in the main navigation.
  </Step>

  <Step title="Create an event">
    Click on a time slot or press **+ New Event**.
  </Step>

  <Step title="Add details">
    Set the title, time, location (physical or virtual), and invite participants.
  </Step>
</Steps>

## What's Next?

You've got the basics down! Here are some next steps to explore:

<CardGroup cols={2}>
  <Card title="Knowledge Base" icon="book" href="/knowledge-base/overview">
    Learn about pages, spreadsheets, and whiteboards.
  </Card>

  <Card title="Task Management" icon="list-check" href="/tasks/overview">
    Master task views, filters, and workflows.
  </Card>

  <Card title="AI Coworkers" icon="robot" href="/ai-coworkers/overview">
    Discover how AI can boost your productivity.
  </Card>

  <Card title="Team Collaboration" icon="users" href="/collaboration/inviting-members">
    Set up roles and permissions for your team.
  </Card>
</CardGroup>

## Need Help?

* **In-app support**: Click the help icon in the bottom-left corner
* **Community**: Join our [Discord community](https://discord.gg/trilo) to connect with other users
* **Email**: Reach out to [support@trilo.chat](mailto:support@trilo.chat) for direct assistance