> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/getting-started/quick-start-guide.md).

# Quick Start Guide

### Overview

Use this guide after sign-in is working. The outcome is a working Organization and Project.

{% columns %}
{% column %}
**What is covered**

* Create an Organization
* Create a Project
* Learn the core navigation patterns
* Create a baseline Save View for repeatable reviews
  {% endcolumn %}

{% column %}
**At a glance**

* **Time:** \~15–30 minutes
* **Access:** Account Admin for Organization creation + Project creation permission
  {% endcolumn %}
  {% endcolumns %}

{% hint style="info" %}
Screenshot placeholder: account navigation with **Organizations** highlighted.
{% endhint %}

### Key Concepts

* **Organization**: container for a client, department, or business unit
* **Project**: delivery container inside an Organization
* **Save View**: stored view configuration for repeatable lists

### How It’s Used

Use this guide during initial rollout. Use it for repeatable onboarding of additional Organizations.

### Benefits

* Faster setup for the first Project
* Cleaner navigation and fewer “lost in scope” issues

### Setup Steps

#### Prerequisites

* Sign-in is working.
* An Organization name is available (client, department, or business unit).
* A Project name is available.

{% hint style="warning" %}
If Organization or Project creation is not available, request access from an admin.
{% endhint %}

Follow the steps in order.

{% stepper %}
{% step %}

### Create an organization

Organizations separate work by client, department, or business unit.

* [Create an Organization](/organizations-and-projects/create-an-organization.md)

{% hint style="info" %}
Screenshot placeholder: Organizations list with **New organization** highlighted.
{% endhint %}
{% endstep %}

{% step %}

### Create a Project

Create a Project inside the new Organization.

* [Create a Project](/getting-started/create-a-project.md)

{% hint style="info" %}
Screenshot placeholder: organization header with **New project** (or **Add project**) action highlighted.
{% endhint %}
{% endstep %}

{% step %}

### Learn the interface basics

Get oriented on navigation, scope, and search.

* [Understanding the Interface](/getting-started/understanding-the-interface.md)

{% hint style="info" %}
GIF placeholder: switch organization → project and point out breadcrumbs + global search.
{% endhint %}
{% endstep %}

{% step %}

### Create a baseline Save View

Save Views reduce rework during weekly reviews.

1. Navigate to **Tasks** or **Requirements** in the Project.
2. Apply a minimal filter set, such as `Status != Complete`.
3. Select **Save view** (or equivalent action).
4. Name the view with intent, such as `Team — Weekly review`.

{% hint style="info" %}
GIF placeholder: create a filtered list, then save it as a team view.
{% endhint %}
{% endstep %}
{% endstepper %}

### Best Practices

* Create a small first Project and iterate.
* Establish a naming pattern before creating many Projects.
* Confirm access scope before inviting external stakeholders.

### Summary

Common next workflows:

* Add Teammates: [Add Teammates](/organizations-and-projects/add-teammates.md)
* Understand access scope: [Understanding Access Levels](/organizations-and-projects/understanding-access-levels.md)
* Build structure before scaling: [Blueprint Fundamentals](/blueprints/blueprint-fundamentals.md)
* Customize how you work: [Working with Views](/getting-started/working-with-views.md)
* Start capturing requirements: [Requirements Generation](/transformations/requirements.md)
* Hands-on walkthroughs: [First Steps Tutorials](/getting-started/first-steps-tutorials.md)

Support routing:

{% hint style="info" %}

* Sign-in support: [Login Problems](/troubleshooting/login-problems.md)
* Troubleshooting: [Getting Help](/troubleshooting/getting-help.md)
* Support request: [Contact Support](/resources/contact-support.md)
  {% endhint %}


---

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