Getting started
Plan your first video in a couple of minutes. You need an account and nothing else.
1. Create your account
Go to Get started free and sign up with your name, email, and a password. Your workspace is created with your account - it's the space that holds your team's boards, and you can rename it later in Settings.
2. Create a board
On the Boards screen, choose New board, give it a name - most teams start with one board per channel - and pick a color.
The board opens with five lists matching a video pipeline: Ideas → Scripting → Filming → Editing → Published. Rename any of them by clicking the list name, drag them into a different order, or add more with Add another list.
3. Add your first card
A card is one video (or one task). Choose Add a card at the bottom of a list, type a working title, and press Enter.
Click the card to open it. From the card you can:
- write the hook, outline, or script notes in the Description (markdown works)
- set a Due date - your upload date
- Assign it to a teammate once you've invited them
- add a Checklist for the edit pass or the shot list
- Attach the thumbnail, the brief, or the script file
4. Move it through the pipeline
Drag the card from list to list as the video progresses. That's the whole system - where a card sits is its status, and the board is always the truth about where every video stands.
Next
- Boards & cards - everything a card can hold
- Inviting your team - bring in your editor
- Connecting Claude - update boards from chat
Last updated 13 August 2026.