Getting Started
Kanera starts by helping you create your first workspace. The onboarding flow builds the shared structure for that workspace before you enter the main app.
That structure matters: lists, labels, and custom fields are shared by every board in the workspace. Set them up once, then reuse them across projects, clients, departments, or team workflows.
When onboarding appears
Kanera sends you to onboarding when your account does not have a workspace yet. If you already belong to a workspace, you can open Kanera directly and manage additional setup from workspace settings.
Before you begin, you need:
- A Kanera account.
- Permission to create a workspace.
- A rough idea of the work you want Kanera to organize.
Step 1: Pick a workspace type
The first screen asks what type of work you are doing. Choose the template closest to your workflow.
Available templates include:
| Template | Best for |
|---|---|
| Development Team | Product work, bugs, QA handoffs, and releases. |
| Marketing | Campaigns, creative production, approvals, and launches. |
| Simple Todo | Personal work, small teams, admin tasks, and quick follow-ups. |
| Product Team | Discovery, design, delivery, validation, and release decisions. |
| Sales CRM | Leads, proposals, negotiation, and closed outcomes. |
| Operations / Support | Intake, triage, escalations, SLAs, and resolutions. |
The template only gives you a starting point. You can adjust the workspace name, lists, custom fields, and labels before setup finishes.
Step 2: Set up your workspace
Give the workspace a name and pick an icon.
The template suggests a default name, such as Development, Marketing, or Operations. Rename it to match the team, company, client group, or operating area that will use it.
Use a workspace for work that should share the same process. For example, a development workspace might share the same lists and fields across multiple product boards.
Step 3: Define workflow stages
Next, review the lists that will become the shared workflow stages for the workspace.
You can:
- Reorder lists.
- Remove lists you do not need.
- Add new lists.
- Rename the workflow around your team's language.
Kanera requires at least two lists before you can continue.
For example, the Development Team template starts with stages such as Wishlist, Planning / Review, Backlog, Bugs / Issues / Feedback, Awaiting Feedback, In Progress, Ready for QA, and Complete.
Keep the workflow broad enough to work across boards. If a status only applies to one project, it may be better as a label or custom field later.
Step 4: Review custom fields
Custom fields are optional during onboarding, but they are one of the main ways Kanera keeps work structured across boards.
You can:
- Keep the fields from the selected template.
- Add fields.
- Remove fields.
- Reorder fields.
- Change field icons.
- Rename fields.
- Add and reorder options for select fields.
- Switch supported select and user fields between single and multiple values.
Supported field types during onboarding are:
| Type | Use |
|---|---|
| Text | Short free-form values. |
| Number | Estimates, scores, budgets, or quantities. |
| Checkbox | Yes/no flags. |
| Select | A controlled list of options. |
| Date | Due dates, launch dates, SLA dates, and review dates. |
| URL | Links to external resources. |
| User | A person connected to the card. |
Custom field names must be unique within a workspace.
Start with fields your team will actually use on many cards. You can add more later from workspace settings.
Step 5: Review labels
Labels are optional too. They are shared across the workspace so categories mean the same thing wherever work lives.
You can:
- Keep the labels from the selected template.
- Add labels.
- Remove labels.
- Reorder labels.
- Change label colors.
Use labels for lightweight categories such as Bug, Feature, Customer, Campaign, At Risk, or Follow-up.
Use custom fields when you need structured values that should be filtered, grouped, sorted, or summarized.
Finish setup
When you choose Finish setup, Kanera creates the workspace with the name, icon, lists, custom fields, and labels you reviewed.
After the workspace is created, you can start using the main app:
- Create a board for a project, client, department, or workflow.
- Add cards to the board.
- Assign owners and due dates.
- Use the shared labels and custom fields you created during onboarding.
- Invite teammates once the workspace has enough shape to make sense.