Getting Started

Go from zero to organized in under 5 minutes. This guide walks you through creating your workspace, building your first board, inviting teammates, and using AI to turn messy notes into structured tasks.

1

Sign up at boards.fossys.com

Head to boards.fossys.com/signup and create your account with an email address or Google sign-in. It is completely free and no credit card is required. You will be ready to go in seconds.

[Screenshot: Sign-up page with email and Google sign-in options]
2

Create your workspace

After signing up, you will be prompted to create a workspace. Pick a name that represents your team or organization, and choose a subdomain (e.g., acme.boards.fossys.com). Your workspace is where all of your boards, members, and settings live.

You can always rename your workspace or change the subdomain later from the settings page.

[Screenshot: Workspace creation form with name and subdomain fields]
3

Create your first board

Click "New Board" and choose from a template. We recommend starting with the Kanban template, which gives you To Do, In Progress, and Done columns out of the box. You can customize columns, add labels, and configure card fields at any time.

Prefer a different view? Switch to Table, Calendar, or Timeline view with one click using the view switcher at the top of any board.

[Screenshot: Kanban board view with cards organized in columns]
4

Add your team

Go to your workspace settings and click "Invite Members." Enter email addresses for your teammates and they will receive an invitation link. You can assign roles like Admin, Member, or Viewer to control what each person can do.

Once your team is on board, you can assign cards to specific people, mention them in comments, and track who is working on what.

[Screenshot: Team invitation dialog with email input and role selector]
5

Try AI task creation

This is where Fossys Boards really shines. First, connect your Claude or OpenAI API key in workspace settings. Then open any board, click the AI Create button, and paste in your meeting notes, brainstorm dump, or project brief. The AI will parse your text and generate organized cards with titles, descriptions, and suggested labels.

Review the suggested cards, adjust anything you like, then click "Add to Board" to drop them into the right columns. It turns 30 minutes of manual entry into 30 seconds of work. Since you use your own API key, there are no platform quotas or per-request limits on AI usage.

[Screenshot: AI task creation dialog with pasted meeting notes and generated cards]

What's next?

Now that your workspace is set up, here are some things to explore: