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This guide walks you through your first steps in Collabase. Each page covers one task in a few steps and links to the full reference when you need more detail.

Overview

Your first steps

1

Sign in

Open your Collabase URL and sign in. See Sign in.
2

Open or create a Space

Pick a Space from the left sidebar, or create a new one. See Spaces.
3

Add your team

Invite colleagues to the Space and give each one a role. See Invite members.
4

Create a project and tasks

Create a project and add the first tasks. See Projects and Tasks.
5

Plan the work

Move tasks across the board and plan them from the backlog. See Board and backlog.
6

Write things down

Create your first page in Collabase Docs. See Pages in Collabase Docs.
This guide is for people who work in Collabase every day. To install and run Collabase, start with Installation and First login.
Last modified on September 24, 2026