Quick start

This guide takes you from no account to a working organization in a few minutes: sign up, confirm your email, create your organization, invite your colleagues, and create a first project with a first work item. If someone has already invited you to an existing organization, you can skip the organization step.

1. Create your account#

1. Open the sign-up page

   Go to the UnitX sign-in page and choose Create one under “Don’t have an account?”.

2. Fill in your details

   Enter your First name, Last name, Email and a Password. All four are required.

   The password must be at least 12 characters. There is no rule about capitals, digits or symbols; a few words in a row make a strong password that is easy to remember. Passwords that appear on published lists of leaked passwords are refused.

3. Choose Create account

   You are signed in straight away and taken to the organization setup screen. If an account with that email already exists, you’ll see “An account with this email already exists”. Sign in instead, or reset your password.

2. Confirm your email address#

When you create your account, UnitX emails a confirmation link to the address you entered. Open it and you’ll see Address confirmed. You don’t have to wait for the email before carrying on, but a confirmed address is how a password reset reaches you later.

• The link works once and expires after 24 hours.
• Resetting your password also confirms your address, because the reset link is sent there.

See Passwords and email if the link doesn’t arrive or has expired.

3. Create your organization#

An organization is your company’s space in UnitX. Everything you create belongs to it, and everyone you invite joins it. See Key concepts for how organizations, workspaces and roles fit together.

1. Name the organization

   Under Create a new organization, enter an Organization name of at least 2 characters, such as your company name.

2. Choose Create organization

   You become the organization’s Organization Owner, with full access to every area. UnitX also creates a default workspace called General. You land on the home dashboard.

4. Invite the people you work with#

1. Open Members

   Go to SettingsMembers. The list shows everyone in the organization with their role and status.

2. Choose Invite member

   Enter the person’s Email and choose the Role they should start with, for example Member for someone who will do everyday work, or Viewer for someone who only needs to read. You can change the role later.

3. Send the invitation

   Choose Send invitation. The invitation appears under Pending invitations until it is accepted, and you can Revoke it from there. An invitation is valid for 7 days, and it can only be accepted by an account with the same email address it was sent to.

To bring in a contractor or client, switch on Outside your organization and pick the workspace they may see. See External collaborators and Members and invitations for the details.

5. Create your first project#

1. Open Projects

   Choose Projects in the sidebar, then New project.

2. Name it and pick a key prefix

   Enter a Name (up to 100 characters) and a Key prefix of 2 to 10 characters, such as WEB. The prefix is shown in capitals and becomes the start of every work item key in the project: WEB-1, WEB-2 and so on. A Description is optional.

3. Choose Create project

   Every new project starts with a To Do → In Progress → Done workflow, which you can adapt later. Choose the prefix with care: it appears in links and references, so you can’t change it after the project is created.

6. Add your first work item#

1. Open the project

   Select the project you just created from the Projects list.

2. Choose New item

   In the New work item dialog, enter a Title such as “Fix the header layout”, pick a Type (Task is selected by default) and a Priority.

3. Choose Create item

   The item gets the next key in the project and appears in its list and board. Open it to assign it, set a due date, add a description or comment. See Work items.

Next steps#

Frequently asked questions#