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Tutorials ​

Welcome to the SetGet tutorial library. Each tutorial walks you through a specific task from start to finish, with clear steps and practical tips. Whether you are setting up your first workspace or organizing a complex project, these guides will help you get productive quickly.

Tutorials are organized in a recommended reading order. If you are new to SetGet, start at the top and work your way down. If you already have a running workspace, jump directly to the topic you need.

Getting started ​

These foundational tutorials cover the essential steps every team performs when adopting SetGet.

Create a workspace ​

Set up your first workspace by choosing a name, customizing the URL slug, and configuring initial settings. A workspace is the top-level container for all of your team's projects, members, and data.

Time: 5 minutes | Role required: Any authenticated user

Invite members ​

Add teammates to your workspace using email invitations or shareable invite links. Learn about the three role levels — Admin, Member, and Guest — and how to send bulk invitations efficiently.

Time: 5 minutes | Role required: Admin

Create a project ​

Create your first project, assign a unique identifier, configure workflow states and labels, and choose which features to enable. Projects are where your team's actual work happens.

Time: 10 minutes | Role required: Admin or Member

Create work items ​

Learn every method for creating work items — from the quick-add bar to the full detail modal. Set state, priority, assignees, labels, dates, and estimates. Use the description editor to add rich context.

Time: 10 minutes | Role required: Admin or Member

Working with your team ​

Once your workspace is set up, these tutorials help you collaborate effectively.

Collaborate on work items ​

Assign work, leave comments, add reactions, mention teammates, link related items, and track activity history. Learn how notifications keep everyone informed about changes that matter to them.

Time: 10 minutes | Role required: Admin or Member

Organize and view work ​

Use the five layout options — List, Kanban, Spreadsheet, Calendar, and Gantt — to see your work from different angles. Learn to filter, group, sort, and save custom views for quick access.

Time: 15 minutes | Role required: Admin or Member

Planning and delivery ​

These tutorials cover time-based and scope-based planning features.

Plan with cycles ​

Create time-boxed cycles (sprints), add work items, monitor progress with burndown indicators, and complete cycles to track your team's velocity over time.

Time: 10 minutes | Role required: Admin or Member

Knowledge management ​

Write with pages ​

Create rich documentation using the built-in page editor. Format text, embed images, build tables, and organize pages into a team wiki. Learn about public sharing and AI writing assistance.

Time: 10 minutes | Role required: Admin or Member

Suggested learning path ​

If you are onboarding a new team, follow this sequence:

  1. Create a workspace — Establish your team's home base
  2. Invite members — Bring your teammates in
  3. Create a project — Define your first area of work
  4. Create work items — Start tracking tasks and issues
  5. Collaborate on work items — Work together effectively
  6. Organize and view work — Find the layouts that suit your workflow
  7. Plan with cycles — Introduce sprint-based delivery
  8. Write with pages — Document decisions and processes

Tips for getting the most from tutorials ​

  • Follow along in a real workspace. Each tutorial is designed to be completed hands-on. Open SetGet in another tab and follow each step as you read.
  • Check the prerequisites. Some tutorials require specific roles or prior setup. The prerequisites section at the top of each page tells you what you need.
  • Use keyboard shortcuts. Where applicable, tutorials mention keyboard shortcuts that speed up common actions. See the full list at Keyboard Shortcuts.