Getting started

In this guide you're going to create your account, your organization, your first project and invite your team. You should be able to complete everything in about 15 minutes.

1. Create your account

Go to app.orkestra.team/auth/register and sign up with your email or with Google. No credit card required — the Free plan includes 5 projects and 2 members per project.

If your company uses SSO, ask the admin to share your organization's specific link (they'll set it up in SSO / SAML).

2. Choose your account type

When you sign up we ask whether you're using Orkestra as an individual or for an organization. This decision shapes how things are structured afterwards:

  • Individual: you'll work on your own projects. You can always join orgs later.
  • Organization: you'll create an org with areas (departments), roles and visibilities. Recommended for teams of 3+.

3. Create your first project

From the dashboard, click + New project. You can start from scratch or use one of the system templates (Marketing, Development, Operations, etc.). Templates include pre-configured workflow states, columns and views.

Each project has its own workflow with states (default: TODO, In Progress, Done). You can customize them from Project settings → Workflow.

4. Import from Trello, Asana or CSV

If you already have projects in another tool, use the importer. Orkestra supports:

  • JSON exported from Trello (complete boards with cards and lists)
  • Generic CSV with columns for title, description, assignee, date, etc.

The importer creates tasks, assigns members and maps states automatically. If something doesn't fit, you review it before saving.

5. Invite your team

From the project or the organization, open Members → Invite. You can invite via:

  • Email: sends a link that expires in 7 days.
  • Shareable link: anyone with the link can join (useful for quick onboarding).

Free plan: maximum 2 members per project. For larger teams, upgrade to Pro ($3/user/month) — no member limits.

6. Set up notifications

Before your team starts working, configure notifications from Settings → Notifications:

  • Email: daily digest or immediate.
  • Push: iOS, Android, Web (via Firebase Cloud Messaging).
  • Slack / Teams: if your org has Pro+, connect the corresponding channel.

Next steps

Once your team is onboarded, these are the areas we recommend exploring: