Quick Start Guide
Get up and running with Verk in minutes. This comprehensive guide walks you through creating your account, setting up your first workspace, and completing your first task.
Quick Start Guide
Welcome to Verk! This guide will take you from zero to productive in just a few minutes. Whether you're managing personal projects or coordinating with a team, we'll walk you through everything you need to get started.
What you'll accomplish
By the end of this guide, you'll have:
- Created and verified your Verk account
- Set up your first workspace (organization)
- Invited your first team member
- Created and completed your first task
- Explored the different views for managing your work
This should take about 10-15 minutes from start to finish.
Already have an account? Skip ahead to Creating Your First Task to dive right in.
Creating Your Account
Step 1: Sign Up
Getting started with Verk is straightforward. Here's how to create your account:
Go to verkapp.com and click the Sign Up button in the top-right corner. You'll be taken to the registration page where you can create your account.
You'll need to provide:
- Email address: Use a valid email address that you check regularly. This is where you'll receive important notifications and account updates.
- Password: Choose a strong password with at least 8 characters. We recommend using a mix of uppercase, lowercase, numbers, and special characters.
- Full name: This is how you'll appear to your team members in workspaces.
Type your information into the respective fields. As you type your password, you'll see a strength indicator showing whether your password is weak, moderate, or strong.
Before creating your account, you'll need to accept our Terms of Service and Privacy Policy. Click the checkbox to confirm you've read and agree to these terms. These documents outline how we protect your data and what you can expect from our service.
Once all fields are filled out correctly, click the Create Account button at the bottom of the form. The button will show a loading state while we create your account.
Step 2: Verify Your Email
After signing up, you'll receive a verification email within a few minutes:
- Check your inbox for an email from
no-reply@verkapp.comwith the subject line "Verify your email address" - Open the email and click the Verify Email button or link
- Wait for confirmation – you'll be redirected to a confirmation page once your email is verified
Didn't receive the verification email? Check your spam or junk folder first. If you still don't see it after 5 minutes, return to the login page and click "Resend verification email." Make sure you entered your email address correctly during signup.
Step 3: Complete Initial Login
Once your email is verified, you can log in for the first time:
- Navigate to the Login page
- Enter your email address and password
- Click Sign In
You'll be redirected to the onboarding flow, which we'll cover in the next section.
Onboarding Your Account
Verk's onboarding process helps you personalize your experience and set up your workspace. The entire process takes about 3-5 minutes.
Welcome Screen
After your first login, you'll see a welcome screen that introduces you to Verk. This screen provides a quick overview of what you can accomplish with the platform. Click Get Started to begin the onboarding process.
Choosing Your Theme
The first customization step is selecting your preferred theme:
- Light Mode: A bright, clean interface ideal for well-lit environments
- Dark Mode: A dark interface that's easier on the eyes in low-light conditions
- System: Automatically matches your operating system's theme preference
Click on your preferred option. You can always change this later in your account settings under Settings > Preferences > Appearance.
If you frequently switch between different lighting environments, choose "System" mode. Your theme will automatically adjust when you change your device's system preferences.
Creating Your First Workspace
A workspace (also called an organization) is where all your work lives – it's the container for your tasks, projects, files, and team collaboration. Think of it as your digital headquarters.
You'll see a form with a single field: Workspace name. This is the only required field to create a workspace.
Choose a name that clearly identifies the purpose of this workspace. Good examples:
- "Acme Marketing Team" – for a department within a company
- "Q4 Product Launch" – for a specific project or initiative
- "Personal Tasks" – for individual work
- "Freelance Projects" – for managing client work
The name should be descriptive enough that you and your team members immediately understand what this workspace is for.
Click the Add workspace button. Within a second or two, your workspace will be created and you'll automatically be set as the owner with full administrative access.
If you want to set up your workspace later, you can click the Skip button at the bottom. However, we recommend creating at least one workspace now so you can fully explore Verk's features during onboarding.
What happens behind the scenes:
- Your workspace is created with a unique ID (like
org-abc123) - You're automatically assigned as the workspace owner
- Default settings are configured for your workspace
- The workspace is set as your active workspace
You can create multiple workspaces later if you need to separate different areas of work. For example, many users have one workspace for their day job and another for personal projects or side businesses.
Setting Up Your Profile
Next, you'll complete your user profile. This information helps your team members identify and collaborate with you.
Profile fields:
- Display Name: How you want to appear in the app (already filled from signup)
- Profile Picture: Upload a photo or avatar (optional but recommended)
- Username: A unique handle for mentions and @-references (optional)
- Bio: A brief description of your role or interests (optional)
To upload a profile picture:
- Click the circular avatar placeholder
- Select Upload Image from the menu
- Choose an image file from your computer (JPG, PNG, or GIF)
- Crop or adjust the image if desired
- Click Save
Good profile pictures are:
- Clear headshots or professional photos
- Well-lit and properly framed
- Recent (so people recognize you)
- Appropriately cropped to show your face
Click Continue when you're satisfied with your profile setup.
Inviting Team Members
If you're planning to work with others, this is your chance to invite team members right away. If you're using Verk solo, you can skip this step and invite people later.
In the email field, type the email addresses of people you want to invite. You can add multiple emails at once:
- Type an email address and press Enter or Tab
- The email appears as a tag in the input field
- Repeat for each person you want to invite
- To remove an email, click the X on its tag
For example: sarah@example.com, john@example.com, maria@example.com
For each invitation, choose the appropriate role from the dropdown menu:
- Member: Standard access – can create tasks, projects, and collaborate
- Admin: Full management access – can manage team members and workspace settings
- Guest: Limited access – can view and comment on specific tasks they're assigned to
Unless someone needs admin privileges, we recommend starting everyone as a Member. You can adjust roles later in workspace settings.
Click Send Invite to send invitation emails to all the addresses you entered. Each person will receive:
- An email invitation to join your workspace
- A unique invitation link
- Information about who invited them and which workspace they're joining
They'll need to create a Verk account (if they don't have one) and accept the invitation to join.
Understanding invitation status:
- Pending: Invitation sent, waiting for the recipient to accept
- Accepted: Recipient has joined your workspace
- Expired: Invitation link expired (after 7 days)
You can resend or revoke pending invitations at any time from Settings > Workspace > Members.
You can also share an invite link instead of sending email invitations. Go to Settings > Workspace and click "Generate invite link" to get a shareable URL that anyone can use to request access to your workspace.
Completing Onboarding
After the invitation step, click Finish or Continue to Dashboard to complete onboarding. You'll be taken directly to your workspace's home page, where you can start creating tasks and organizing your work.
Your onboarding status is saved, and you won't see these screens again unless you create a new account.
Exploring Your Workspace
Now that you've completed onboarding, let's take a tour of your new workspace.
The Dashboard Layout
When you first enter your workspace, you'll see the dashboard layout with these main areas:
Sidebar (Left):
- Workspace Switcher: Shows your current workspace name with a dropdown to switch between workspaces
- Navigation Menu: Quick links to Home, Inbox, Tasks, Projects, Chat, AI Agents, Flows, Integrations, File Manager, and Analytics
- Project List: Your projects appear below the main navigation (empty at first)
- Settings Link: Access workspace and account settings at the bottom
Main Content Area (Center):
- This is where you'll see your tasks, project details, and other content
- The view changes based on which section you're in
- On the Home page, you'll see a welcome message and quick actions
Header (Top):
- Search Bar: Quickly find tasks, projects, or files (keyboard shortcut: ⌘K or Ctrl+K)
- Create Task Button: Fast access to create a new task
- Notifications: Bell icon showing recent activity and updates
- User Menu: Access to account settings and logout
Keyboard Shortcuts
Verk supports keyboard shortcuts to help you work faster:
| Shortcut | Action |
|---|---|
⌘K or Ctrl+K | Open command palette / search |
C | Create new task |
Shift+O | Open workspace switcher |
G then H | Go to Home |
G then T | Go to Tasks |
G then I | Go to Inbox |
/ | Focus search |
Press ? anywhere in the app to see the full list of keyboard shortcuts.
Creating Your First Task
Tasks are the fundamental building blocks of work in Verk. Let's create your first task and explore all the options.
Quick Task Creation
The fastest way to create a task:
Look for the + Create Task button in the top-right corner of your screen, or press the C key on your keyboard. This opens the task creation panel.
In the title field, type a clear, descriptive name for your task. Good task titles are:
- Specific: "Draft Q4 marketing proposal" instead of "Marketing stuff"
- Action-oriented: Start with a verb like "Create," "Review," "Send," "Update"
- Concise: Aim for under 60 characters
For this example, let's create a task called "Review getting started documentation".
Click into the description area to add more details about the task. This is where you can:
- Explain the context or background
- List specific steps or requirements
- Add links to relevant resources
- Include any notes or considerations
For our example, you might write: "Go through the quick start guide and make sure all steps are clear. Note any confusing sections or missing information."
The description supports rich text formatting – you can make text bold, italic, add bullet lists, and more using the formatting toolbar.
When you're satisfied with the title and description, click the Create Task button at the bottom of the panel. Your task is now created and appears in your task list.
Setting Task Properties
Tasks become more powerful when you add properties. After creating a task, click on it to open the task detail view where you can add:
Due Date:
- Click Add due date in the properties panel
- Select a date from the calendar picker
- The task will appear in your Inbox as the due date approaches
- Overdue tasks are highlighted in red
Priority:
- Click Priority and choose from:
- Urgent: Time-sensitive, needs immediate attention (red)
- High: Important, should be done soon (orange)
- Normal: Standard priority (blue)
- Low: Can wait, nice to have (gray)
- Priority affects how tasks are sorted in your list views
Status:
- Click Status to change the task state:
- To Do: Not started yet (default)
- In Progress: Actively working on it
- Blocked: Can't proceed due to dependencies
- Done: Completed
- Status helps you track progress and organize tasks in Kanban view
Assignee:
- Click Add assignee to assign the task to someone
- Search for team members by name or email
- Assigned members receive a notification
- A task can have only one assignee (the person responsible)
Project:
- Click Add to project to organize the task
- Select an existing project or create a new one
- Tasks in the same project appear together in project views
- Projects help you group related tasks
Recurrence (for recurring tasks):
- Click Add recurrence to make the task repeat
- Choose the frequency:
- Daily: Every day, every 2 days, etc.
- Weekly: Every week, every Monday, etc.
- Monthly: Every month, on specific dates
- When you complete a recurring task, a new instance is automatically created
Example of a fully configured task:
Title: Review getting started documentation
Description: Go through the quick start guide and make sure all steps are clear.
Due Date: Tomorrow (December 10, 2025)
Priority: High
Status: In Progress
Assignee: You
Project: Documentation UpdatesYou don't need to fill out every property. Start simple with just a title and due date, then add more details as needed. The most important thing is getting tasks out of your head and into Verk.
Completing Your Task
When you finish working on a task:
- Open the task by clicking on it in any list
- Click the Status dropdown in the properties panel
- Select Done
- The task is marked complete and moves to your "Done" section
Alternatively, you can click the checkbox next to the task title in any list view to quickly mark it complete without opening the full task details.
Completed tasks remain in your workspace – they're just filtered out of active views by default. You can always view completed tasks by clicking "Show completed tasks" in the view options menu.
Understanding Projects
Projects help you organize related tasks together. Think of projects as folders or categories for your work.
When to Use Projects
Consider creating a project when you have:
- Multiple related tasks: "Website redesign" might include tasks for design, development, testing, and launch
- A clear goal or deliverable: "Q1 Sales Campaign," "New Employee Onboarding," "Home Renovation"
- Work spanning days or weeks: Projects help you track progress over time
- Multiple people involved: Projects make it easy to see what everyone is working on
Creating a Project
Click Projects in the sidebar navigation. You'll see a list of all your projects (currently empty).
Click the + New Project button in the top-right corner. A dialog will appear prompting you to enter project details.
Fill out the project details:
- Project Name: A clear, descriptive title (required)
- Description: What this project is about and what you're trying to achieve (optional)
- Color: Choose a color to visually distinguish this project (optional)
- Icon: Select an icon that represents the project (optional)
For example:
Name: Q1 Content Strategy
Description: Plan and create content calendar for first quarter
Color: Purple
Icon: CalendarClick Create Project. Your new project appears in the projects list and in your sidebar under the "Projects" section.
Adding Tasks to Projects
There are several ways to add tasks to a project:
Method 1: From task creation
- When creating a new task, click Add to project in the properties panel
- Select your project from the dropdown
- Create the task – it's automatically added to the project
Method 2: From an existing task
- Open any existing task
- Click Add to project in the properties panel
- Choose the project from the dropdown
- The task is immediately added to the project
Method 3: From the project page
- Navigate to the project (click it in the sidebar)
- Click + Add Task within the project view
- Create the task – it's automatically associated with the project
Viewing Project Tasks
Click on any project in your sidebar to view all tasks within that project. You'll see:
- All tasks organized by status or other criteria
- Project description and details
- Progress indicators showing completion percentage
- Buttons to add new tasks or edit project settings
Exploring Task Views
Verk offers multiple ways to view and organize your tasks. Different views work better for different workflows.
List View
The default view shows tasks in a simple, organized list.
Best for:
- Getting a quick overview of all tasks
- Working through tasks one by one
- Seeing detailed information at a glance
Features:
- Tasks grouped by status, priority, or assignee
- Quick filters to show/hide completed tasks
- Inline editing of task properties
- Drag-and-drop to reorder tasks within groups
To access: Click Tasks in the sidebar, then ensure "List" is selected in the view switcher at the top-right.
Table View
A spreadsheet-like view with customizable columns.
Best for:
- Power users who need to see many properties at once
- Bulk editing multiple tasks
- Sorting and filtering by multiple criteria
Features:
- Customizable columns (show/hide any property)
- Sort by any column (click column headers)
- Multi-select tasks for bulk operations
- Resizable columns for optimal data density
- Column pinning to keep important info visible
To access: Click the view switcher at the top-right and select Table.
Customizing table columns:
- Click the Configure button (gear icon) in the top-right
- Check/uncheck columns to show or hide them
- Drag column headers to reorder
- Click and drag column borders to resize
Kanban Board View
A visual board with columns representing task status.
Best for:
- Visual thinkers who prefer seeing work flow
- Teams using agile or scrum methodologies
- Understanding bottlenecks and work distribution
Features:
- Drag tasks between columns to update status
- Customize columns and their order
- Collapse/expand columns to focus on specific stages
- Swimlanes for grouping by project or assignee
- WIP (work in progress) limits per column
To access: Click the view switcher and select Kanban.
Working with the Kanban board:
- Each column represents a status (To Do, In Progress, Blocked, Done)
- Drag any task card to a different column to change its status
- Click a task card to open the full task details
- Use the + button at the top of any column to create a task in that status
Calendar View
A monthly calendar showing tasks by due date.
Best for:
- Planning and scheduling work
- Seeing what's due each day
- Identifying busy periods and gaps
- Coordinating with external deadlines
Features:
- Month, week, and day views
- Drag tasks to reschedule due dates
- Color-coded by project or priority
- See all team members' tasks or just yours
To access: Click the view switcher and select Calendar.
Calendar tips:
- Click any date to create a task due on that day
- Drag a task to a different date to change its due date
- Tasks without due dates don't appear in calendar view
- Use the filters to show only specific projects or assignees
Switching Between Views
The view switcher is always available in the top-right corner of the task list area:
- Click the current view name (e.g., "List", "Table", "Kanban")
- Select your preferred view from the dropdown
- The view changes immediately, showing the same tasks in a different format
Your view preference is saved per project and per page, so you can use different views in different contexts.
Each view shows the same tasks, just organized differently. Filters and search work consistently across all views. Experiment with each view to find which ones fit your workflow best.
Using the Inbox
The Inbox is your command center for staying on top of what needs attention today.
What Appears in Your Inbox
Your Inbox automatically aggregates:
- Tasks due today or overdue: Anything with a due date that's passed or is today
- Tasks assigned to you: Work that's specifically your responsibility
- Mentions and comments: When someone @-mentions you in a task or comment
- Shared tasks: When a task is shared with you
- Notifications: Activity updates from tasks you're following
Think of it as your "things I need to deal with right now" list.
Working Through Your Inbox
A good daily routine:
- Start your day in the Inbox – See what's urgent or overdue
- Prioritize ruthlessly – Decide what actually needs to be done today
- Take action – Complete tasks, update status, or reschedule due dates
- Get to Inbox Zero – Address everything that appeared today
You don't need to complete every task in your Inbox – the goal is to make a conscious decision about each item:
- Do it now: For quick tasks (under 5 minutes)
- Schedule it: Move to today's calendar or set a new due date
- Delegate it: Assign to someone else
- Defer it: Push the due date to when you can actually do it
- Delete it: If it's no longer relevant
Next Steps
Congratulations! You've completed the quick start guide. You now have:
- A verified Verk account
- A configured workspace
- Your first task created and completed
- Understanding of projects and views
- Knowledge of the Inbox workflow
Recommended Next Actions
Personalize your experience:
- Upload a profile picture if you haven't already
- Set up notification preferences in Settings > Notifications
- Customize your workspace theme and layout
Organize your work:
- Create projects for your main areas of focus
- Add all your current tasks to Verk
- Set due dates and priorities on important tasks
- Invite your team members if you're collaborating
Explore advanced features:
- Set up integrations with tools you already use
- Create AI agents to automate repetitive work
- Build flows for multi-step workflows
- Use the chat feature for team communication
Learn more:
- Read Key Concepts to understand Verk's architecture
- Explore Organization Settings to customize your workspace
- Check out Member Management to learn about roles and permissions
Getting Help
If you get stuck or have questions:
- Press
?in the app to see keyboard shortcuts and tips - Visit our documentation for detailed guides
- Check the Contact page to reach our support team
- Join our community forum to connect with other users
Welcome to Verk – we're excited to help you get more done!