This guide will help you get started with Craft.io. We recommend you take the following steps as a priority, as these will unlock further features and functionality for you and your team to get the most out of Craft.
We’ve broken it up into steps:
Step 1: What is a workspace
A Workspace is your primary environment for organizing Ideas, Epics, Features, Stories, Roadmaps, and Backlog views in Craft.io. It keeps your structure consistent and gives your team a shared place to collaborate.
Every Workspace includes a flexible hierarchy, custom fields, planning views, and integrations.
Step 2: Create or join a workspace
When you sign up to Craft.io for the first time, you'll be prompted to create a Workspace. If your company already uses Craft.io, you can join the existing workspace directly.
Take the following steps to join:
Ask your admin or colleague to invite you via the Team Manager
Accept the invite from your email
Log in and you will enter the shared company Workspace
💡 Teams often name their Workspaces by product line, business area, or domain. You can rename your Workspace anytime in Workspace Settings.
Step 3: Understand Craft's item hierarchy
Before adding work to Craft, it’s worth taking a moment to align the platform with how your team already thinks about work items.
By default, each Workspace includes:
Products - containers that help you organize your work
Epics - large bodies of work
Features - smaller fragments of work that sit under an Epic
Stories - more detailed delivery tasks
The Craft.io Product is a default parent for your working items, and it keeps your roadmap clear and helps you filter items more easily. All working items (3-dot, 2-dot, 1-dot) need to belong to a Product in Craft.io, so setting up one or two at the beginning keeps things tidy and makes your roadmaps easier to manage.
Read more on the Craft.io Data Model here
💡Tip: If your team uses different words for these levels, you can rename item types in Workspace Settings. Most teams customize names to match their existing language, but you can also use Craft’s Guru™ terminology s
Step 4: Customize your item terminology
Craft is flexible by design - you don't have to adopt Craft's terminology, you can also reflect your existing hierarchy and language inside the Workspace.
In order to update your workspace's Terminology (Product Structure), click on the cogwheel button at the top right corner of your screen and select “Workspace Settings”.
Then, go to Terminology and edit your required naming convention manually, by clicking the pencil icon and typing your desired text, or by using our Guru Terminology templates.
Step 5: Add and configure your team
To collaborate with others, go to the Team Manager and select Invite Members.
Craft.io has four main user types:
Contributor: view-only and can comment on items
Editor: can create and update item properties and field values
Team Leader: able to create/update items, and manage user permissions
Admin: can configure settings, integrations, fields and collaborative views.
Note, access to all Craft.io modules (including Workspace, Portfolio, and Feedback Portal) is strictly controlled and granted by invitation only.
💡 You can adjust roles at any time, so don't worry about choosing perfectly on day one.
What comes next?
Your workspace is now set up and ready to go. The next step is to start adding items to your backlog.
As you create Epics, Features, or Stories, they will automatically appear across all your views, including Table, Kanban, Swimlanes, Timeline and more.
Before you do - it's recommended to first Get familiar with your Workspace layout, and how to navigate Craft's views.
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question!