Creating Your First Project

Getting started with Loomstack is simple. Follow these steps to create your first project and begin organizing your team’s work.

Step 1: Sign In to Loomstack

After creating your account, sign in to your Loomstack dashboard. You’ll see an empty workspace ready for your projects.

Step 2: Start a New Project

Click the + New Project button in the left sidebar. You’ll be presented with options to:

• Name your project
• Add a description
• Choose a template (Kanban, List, or Timeline view)
• Set privacy settings (private or team access)

Step 3: Configure Your Workspace

Once your project is created, you can:

1. Add team members - Click Settings and invite collaborators by email
2. Create sections - Organize your project with custom sections or use defaults
3. Set up automation - Use workflows to automate repetitive tasks

Step 4: Add Your First Tasks

Click + Add Task and fill in:

• Task title (required)
• Description
• Assignee
• Due date
• Priority level
• Custom fields

Your team can now start collaborating immediately.

Tips for Success

• Use descriptive task titles so everyone understands what needs to be done
• Leverage custom fields to track project-specific information
• Set up automation rules to save time on routine status updates
• Use task dependencies to visualize workflow sequences

You’re now ready to use Loomstack! Head to our Integrations section to connect your favorite tools.