Quickstart#
This takes about five minutes and leaves you with a real board: a ticket that has an owner and has moved through the workflow, one wiki page, and a colleague on their way in.
Every step says what you should see, so you can tell it worked before moving on.
Before you start#
You need:
- A Laver account. Sign up at the login page. If you signed up from an invitation you joined someone else's workspace; if you signed up on your own, Laver created a workspace for you called Your name's workspace, already holding a board named General and a wiki.
- A workspace with a live subscription. A new workspace is locked until its owner starts one. See step 2 — if the workspace you were invited to is already running, skip it.
Which role each step needs:
| Step | Role required |
|---|---|
| Create a workspace | any signed-in user (you become its owner) |
| Start the subscription | owner only |
| Create a board | owner, admin, or member |
| Create, assign, and move tickets | owner, admin, or member, on a board you can reach |
| Add a wiki page | owner, admin, or member |
| Invite a colleague | owner or admin |
Viewers can read everything they have access to and change nothing. Roles and permissions has the full table.
1. Sign in and pick a workspace#
Sign in. You land on the dashboard, which is the board view.
At the top of the left sidebar is the Workspace switcher showing the current workspace name. Click it to list the workspaces you belong to, or to create a new one with New workspace.
If someone has invited you, a banner appears across the top of the dashboard reading "… invited you to … as member", with Join and Decline. Click Join to accept.
You should see: the workspace name in the switcher, and under Boards in the sidebar, the boards you can reach in this workspace.
2. Start the subscription (owner only)#
New workspaces have no subscription, and a workspace without one is locked — opening it bounces you straight to the Billing page with a banner saying the workspace has not started yet.
In the sidebar, open Billing and click Start 14-day free trial. You are sent to Stripe to enter a card and returned to Laver. A card is required to start the trial; nothing is charged for fourteen days, and the trial is available once per workspace.
Only the owner sees this button. Everyone else sees "Only the workspace owner can change the plan." — if that is you, ask the owner and wait here.
You should see: the red banner replaced by a Trial notice with the end date, and Plan reading Pro (trial). Click Back to boards.
3. Open the starter board, or create one#
Every new workspace comes with a board called General, so you can simply click it under Boards.
To create another, click New board at the bottom of the boards list, type a name, and click Create board.
You should see: the board open with three columns across the main area, and its name in the sidebar. A brand-new board has no tickets and each column reads "Drop a task here or add the first one."
4. Read the three starting columns#
Every new board starts with the same three columns, in this order:
- Backlog — everything accepted but not started.
- In progress — the small set of tickets someone is actively working on.
- Done — finished work. This is the board's completion column: it is what "finished" means for sprint carry-over and for the tick shortcut on a card.
You can rename any column (the pencil next to its name), drag columns into a different order, and add more with Add column on the right of the board. There is no way to delete a column or to change which one counts as complete — see Statuses and workflow.
You should see: the three column headings, each with a count of 0 beside it.
5. Create a ticket#
Click Add task at the bottom of the Backlog column (or New task in
the board header, or press C). Type a title — the box asks "What needs
doing?" — and click Add task.
You should see: a card with your title at the bottom of Backlog, and the
count in the Backlog heading go from 0 to 1.
6. Assign it#
Click the card to open the ticket. In the top-left of the panel, click the avatar area labelled Manage assignees and pick yourself, or any active workspace member. A ticket can have several assignees.
While the ticket is open you can also set Priority, a Due date, Labels, and a description. Close it with Close.
You should see: your initials or avatar on the card on the board. (If you don't, check Card display in the board header — Show assignees is on by default.)
7. Move it through the workflow#
Any of these moves the ticket, and all three do the same thing:
- Drag the card into another column.
- Open the ticket and change the Status dropdown.
- Hover the card and click the tick shortcut, which sends it straight to the completion column.
Move your ticket to In progress, then to Done.
You should see: the card in its new column, the two column counts change, and — if a colleague has the same board open — the card move on their screen within a second or two, without a refresh.
8. Add a wiki page#
Under Workspace tools in the sidebar, click Wiki. The workspace's wiki opens with an empty page tree.
Click the + beside Pages, give the page a name in the Give this page a name dialog, and click Create page. Type into the body; the page saves as you write.
The wiki belongs to the workspace, not to a board, so every member and viewer of the workspace can read it regardless of which boards they have. More in Wiki pages.
You should see: the page listed under Pages in the left rail, with its title at the top of the editor and the page under Recent.
9. Invite a colleague (owner or admin)#
Go back to the boards, then open User access in the sidebar. This link only appears for owners and admins.
On the People tab click Invite user, then:
- Enter their email address.
- Choose a role — Viewer (read only), Member, or Admin. Owner is not in the list; ownership moves through a separate transfer.
- For a viewer or member, tick the boards they should get under Board access. Admins reach every board and the checkboxes are disabled for them.
- Click Send invitation.
They get an emailed link that expires in seven days. If they already have a Laver account, nothing happens to it until they act: the invitation waits for them as a banner on their dashboard with Join and Decline.
Note before you invite: owners, admins, and members each take a billable seat, and viewers are free. Invitations has the details, including resending and revoking.
You should see: the invitation listed under the Invitations tab with its expiry, and the recipient's name appear on the People tab once they join.
Where next#
- Sprints. Turn a board into a repeating series and let Laver open the next one on schedule, carrying unfinished tickets across — Sprints.
- The API. Everything above is an API call, and workspace-scoped API keys are issued on the API keys tab of User access. Start at the API quickstart, then tickets by API.
- Bringing existing work in. Laver has no import screen. To move work from another tool, create the tickets through the API — column names can be used instead of uuids, so a script can post straight into "To Do".
- When something refuses. Most refusals are a role, a lapsed subscription, or a version conflict — Common errors.