Getting started
Start by joining the right workspace, then complete one real piece of work. You can configure extra modules later.
Join your team or create a workspace
- Sign in or create an account. If you register with email and password, verify your email first.
- If your team invited you, open User Settings → Invitations and accept the invitation. Use the email address that received it.
- If you have no memberships or pending invitations, Bnder can create your first workspace automatically after verification. You can rename it under Workspace Settings → General.
If you enter the guided setup, check the workspace name and detected time zone before continuing. You can log out from any setup step. If you already have a workspace, Back to app leaves setup without creating another one.
Choose your starting point
Sample data in guided setup is optional and off by default. Turn it on to explore example help documents, a request, and a follow-up task. Leave it off to begin with your own content.
Choose the guide that matches your first job:
- Tasks for assigning and tracking work.
- Ticket setup for collecting and answering customer requests.
- CRM quick start for customer records and follow-ups.
- Documents for internal knowledge or reusable answers.
Finish your first task
Use the highlighted first-task action after guided setup, or open a project in Tasks and choose Create.
- Enter a clear title describing the result you need.
- Assign the task to yourself or a teammate.
- Choose its current status.
- Add a realistic deadline if the work is time-sensitive.
- Save and wait for confirmation.
The saved task is your starting point for updates, comments, and follow-up work. Use My Day to find your own unfinished work again.
Bring in your team
Invite colleagues to the intended workspace and check their permissions. A paid seat adds features or capacity; it does not grant access by itself. Configure notifications so assignments reach the right people.
If an invitation or workspace is missing, follow account troubleshooting.