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This guide walks you through everything you need to go from a blank slate to an active Teio workspace. By the end, you’ll have an account, a configured workspace, at least one team member invited, and your first task or workflow underway.
1

Sign up and create your account

Go to the Teio sign-up page and create your account. You can register with your email address or use single sign-on (SSO) if your organization has it configured.Fill in your name and a secure password, then confirm your email address using the verification link sent to your inbox.
If your organization uses an identity provider like Google Workspace, Okta, or Microsoft Entra ID, ask your administrator whether SSO has been enabled for your domain. Signing in through SSO streamlines access management and means one fewer password to manage.
Once your email is verified, you’ll be taken to the workspace creation screen.
2

Set up your workspace

Every team in Teio works inside a workspace — a shared environment where all projects, tasks, and settings live.When prompted, give your workspace a name that reflects your team or organization. This name appears throughout the product and in any notifications your teammates receive, so choose something recognizable.After naming your workspace, you can invite your team members. Enter their email addresses in the Invite members field. Each person will receive an invitation email with a link to join. You can also skip this step and invite teammates later from Settings > Members.
Invitations expire after 72 hours. If a teammate doesn’t receive their invite or the link expires, you can resend it from Settings > Members > Pending invitations.
Choose an initial role for each invitee:
RoleWhat they can do
AdminManage workspace settings, members, and all content
MemberCreate and edit tasks and projects within assigned areas
ViewerRead-only access to content they’ve been given access to
You can adjust roles at any time from workspace settings.
3

Explore the dashboard

After your workspace is created, you’ll land on the Dashboard — your central view of everything happening in the workspace.Take a few minutes to orient yourself:
  • Sidebar: Navigate between projects, your inbox, and workspace settings.
  • Activity feed: See recent changes made by you and your teammates in real time.
  • Quick actions: Create a new task, start a project, or open a recent item directly from the top bar.
If you invited teammates, you’ll see their names appear in the Members panel once they accept. Changes made by any active member appear in the activity feed immediately — no refresh required.
Pin your most-used projects to the sidebar for faster navigation. Right-click any project in the sidebar and select Pin to sidebar.
4

Complete your first task or workflow

The best way to understand Teio is to create something real. Start with a simple task to get familiar with how work items move through your workspace.Create a task:
  1. Click New task in the top bar or press T from anywhere in the workspace.
  2. Give the task a clear title.
  3. Optionally assign it to yourself or a teammate, set a due date, and add a description.
  4. Click Create to save.
Your task will appear in the project you selected, or in your personal inbox if no project was specified.Move it through a workflow:Tasks in Teio follow a status flow. By default, each project includes the statuses To do, In progress, and Done. Drag your task from To do to In progress, then to Done once complete. You can customize statuses in your project settings to match your team’s actual process.
Completed tasks are archived automatically after 30 days by default. You can change the archive window or disable auto-archiving in Settings > Workspace > Automation.
5

Next steps

You’re now set up and have a feel for the basics. Here are the best places to go from here depending on what you want to do next.

Core concepts

Deepen your understanding of workspaces, projects, tasks, members, and how they relate to each other in Teio.

Usage guide

Learn how to use Teio day-to-day — managing tasks, collaborating with your team, and staying on top of your work.

Integrations

Connect Teio to the tools your team already uses, from communication platforms to file storage and beyond.

Configuration

Customize your workspace settings, notification preferences, automation rules, and access controls.