Set up your workspace
Choose an organization, invite the right people, and finish the setup flow.
Outcome
Create a workspace that has the members, source data, and timeline setup needed for planning.
Applies to
Workspace admins and members setting up a team for the first time.
Before you start
- Confirm you are in the correct Clerk organization.
- Know who should be an internal workspace member.
- Decide whether Linear is the source of truth for your first issue list.
Steps
- Sign in and select the organization you want to plan from.
- Open Workspace and follow the setup prompts.
- Add or confirm workspace members from Settings.
- Connect Linear or import issues so the workspace has planning input.
- Create at least one timeline when the issue list is ready.
What happens next
The setup prompts disappear once the workspace has enough data to support daily planning. You can still manage people, notifications, and plan access from settings.