~6 minute read

Create Your First Workspace

Step-by-step guide to creating a workspace, adding projects, and opening a branch for design work.

Interactive Tour

Start the tour from the Take a tour prompt on your dashboard. To revisit it, choose Restart tutorial in the dashboard header next to your account menu; on mobile, open the Dashboard menu and choose Restart tutorial.

The restart dialog offers Continue tutorial when you have an in-progress tour, resuming where you left off. Start over begins again from the beginning. If there is no in-progress tour, only Start over is offered.

1) Create a Workspace

From the dashboard, create a workspace for your team or initiative. Choose a name that reflects its ownership and scope, such as Platform Architecture or Payments Team.

2) Add a Project

Inside the workspace, create a project for a product or system area.

3) Open a Branch

Create a branch for a focused design goal, such as evolving an API contract or redesigning a workflow. See branch management for branch operations.

4) Model Across Views

Start in the Unified canvas. Brainstorm, Flow, and Architecture are sub-views within Unified; Planning, Data Grid, and Wiki are separate work areas. Read the views overview to choose where to work, and the keyboard shortcuts reference for canvas navigation.

5) Capture Decisions

Record decisions and context in the branch Wiki so collaborators can refer to them while reviewing the model.

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