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Getting your team into Teio starts with a workspace — the shared environment where all your projects, tasks, and conversations live. This guide walks you through everything you need to do from the moment you create a workspace to the point where your team is ready to start working together.
1

Create a new workspace

After signing in to Teio, click Create workspace from the home screen or the workspace switcher in the top-left corner. Enter a name for your workspace and click Continue. Teio will provision your workspace and redirect you to the workspace dashboard.
Each Teio account can belong to multiple workspaces. If you are joining an existing team, ask a workspace admin to send you an invite instead of creating a new one.
2

Configure workspace settings

Open Settings from the left sidebar, then select the General tab. Here you can update the following:
  • Workspace name — the display name shown across Teio and in email notifications.
  • Description — a short summary of what the workspace is used for.
  • Timezone — used to align due dates, scheduled notifications, and calendar views across your team.
  • Logo — upload a logo (PNG or SVG, max 2 MB) to personalize the workspace.
Click Save changes after updating any field.
Setting the correct timezone early prevents mismatched due dates for distributed teams. Each member can also set a personal timezone in their own profile settings.
3

Invite team members

Go to Settings > Members and choose one of three ways to bring people in:
Enter one or more email addresses in the Invite by email field, separated by commas. Select a role for each invitee and click Send invites. Each person will receive an email with a link to join the workspace.
4

Set member roles

Teio uses three roles to control what each person can do inside a workspace:

Owner

Full control over the workspace, including billing, deletion, and transferring ownership. Each workspace has exactly one owner.

Admin

Can manage members, roles, integrations, and workspace settings. Cannot delete the workspace or change billing.

Member

Can create and edit projects and tasks, collaborate on work, and view workspace content based on project visibility settings.
To change a member’s role, go to Settings > Members, find the person in the list, click the role dropdown next to their name, and select a new role.
Role changes take effect immediately. A member who is promoted to admin gains access to workspace settings right away. Only the current owner can transfer ownership to another member.
Deleting a workspace is permanent and cannot be undone. All projects, tasks, comments, and files inside the workspace will be removed immediately. Only the workspace owner can delete a workspace, from Settings > General > Danger zone. Make sure to export any data you need before proceeding.
5

Create your first project

From the workspace dashboard, click New project in the left sidebar or on the Projects page. A creation dialog will appear where you fill in the project details described in the next step.
6

Set project properties

Configure the following fields when creating or editing a project:
  • Name — a clear, descriptive title for the project. This appears in the sidebar, notifications, and search results.
  • Description — an optional summary of the project’s purpose, goals, or scope. Markdown is supported.
  • Visibility — controls who can see and access the project:
    • Private — only explicitly added members can view the project.
    • Workspace — all workspace members can view the project, but only added members can edit it.
    • Public — anyone with the link can view the project, even without a Teio account.
Click Create project to finish. Teio will open the project and you can start adding tasks right away.

Manage tasks and collaborate

Learn how to create tasks, leave comments, track progress, and keep your team aligned day to day.

Connect your tools

Set up integrations with Slack, GitHub, Google Calendar, and more to keep work flowing across your stack.