Getting started
Welcome to Fernleaf. This guide takes about ten minutes and ends with a workspace your whole team can use.
Create your workspace
- Go to the sign-up page and enter your work email address.
- Choose a name for the workspace. Most teams use the team or company name; you can change it later.
- Confirm your address with the code we email you.
- Pick a starting template, or choose Blank to begin from scratch.
Tip: you can belong to several workspaces with one email address. Switch between them from the menu at the top left.
Invite your team
Open Settings, then People, and choose Invite. Enter one address per line. People you invite can see only the plans you share with them.
Your first week
Day 1: one plan
Write down what the team is working on this week. Keep it short; you can always add more.
Day 2: assign owners
Give every task one person responsible for it, even if several people help.
Day 5: look back
Open the weekly summary and move whatever is unfinished into next week.
Keyboard shortcuts
- N creates a new task.
- / moves the cursor to the search box.
- E edits the selected task.
- Shift + ? shows every shortcut.
Common questions
Do I need a credit card to start?
No. The Free plan needs only an email address, and you can stay on it as long as you like.
Can I import my tasks from another tool?
Yes. Under Settings, then Import, upload a CSV file or connect one of the apps listed under Integrations.
How many people can join a workspace?
The Free plan allows up to five people. Team and Business plans have no limit.