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Getting Started with WorkFrame: Your Complete Guide

Why WorkFrame?

Modern teams juggle too many tools. Slack for communication, Jira for tasks, spreadsheets for CRM, and yet another app for attendance tracking. WorkFrame brings it all together — task management, CRM, attendance, goals, and analytics in one workspace.

Whether you're an engineer shipping code, a marketer running campaigns, or a sales rep closing deals, WorkFrame adapts to how your team actually works.

Setting Up Your Workspace

Getting started takes less than 5 minutes:

  1. Sign up at workframe.app with your email or Google account
  2. Create a workspace — give it your company or team name
  3. Invite your team — share the invite link or add members by email

That's it. You're ready to start organizing work.

Core Concepts

Groups

Groups are the primary division of people and work — think of them as departments or teams. Each group can have its own workflow configuration:

  • Engineering → Review, QA, Deploy states
  • Marketing → Draft, Review, Published states
  • Sales → Lead, Qualified, Proposal states

Boards & Views

Boards are saved configurations that give you 4 different views of the same data:

  • Kanban — drag-and-drop cards across columns
  • Table — spreadsheet-style with sorting and filtering
  • Calendar — see deadlines and schedules at a glance
  • Timeline — Gantt-chart style planning

Tasks

Tasks are the atomic units of work. They support:

  • Rich text descriptions with markdown
  • Infinite sub-task nesting
  • File attachments
  • Comments with @mentions
  • Custom status workflows

What's Next?

Now that your workspace is set up, explore these features:

  • Set up your first board and customize the columns
  • Create a goal to track quarterly OKRs
  • Enable attendance tracking for your team
  • Import your contacts into the built-in CRM

WorkFrame is built for startups that move fast. Start your free trial today and see the difference a unified toolkit makes.