Four steps to your first task #
Sign in and check your organization
Sign in with the root account. Your internal organization already exists: it is created when the instance is set up, and the root account is a member of it. Agencies add one organization per client under Admin → Directory → Organizations with New organization.
Invite your team
Open Admin → Directory → Users and invite by email. Each invitee gets an organization role. Start everyone as Staff and promote later. Invitations expire after seven days if they aren't accepted.
Add your first project
Go to Projects and create one. Give it a name, a color and a short key like
SCM; the key is derived from the name and can be edited. Tasks in that project are numberedSCM-1,SCM-2, and so on. Pick a project template if one has been published to start with a set of tasks.Ship a task
Press
⌘K(Ctrl+Kon Windows and Linux), choose Create task, type a title, pick the project, and submit with⌘↵. Status, priority, type, assignees, estimate and due date live in the task's detail panel. That's it. You're tracking work.
Prefer the terminal? #
Create the same task from your shell. The CLI signs in through your browser and stores the token in your OS keychain.
trackr login --server https://app.trackr.dev
trackr task create --title "Prepare CAD models for the fair" \
--project SCM --priority high --due 2026-09-12Or call the API directly with a bearer token:
curl -X POST https://app.trackr.dev/api/v1/tasks \
-H "Authorization: Bearer $TRACKR_TOKEN" \
-H "Content-Type: application/json" \
-d '{ "title": "Prepare CAD models for the fair", "projectKey": "SCM", "priority": "high" }'Next steps #
- Learn the objects everything is built from in Core concepts.
- Plan your week against your capacity in My Week.
- Give clients their own portal with Organizations.