Getting started

Create your workspace

Set up a home for your team, choose the basics, and invite the people you work with.

Updated July 30, 2026

A workspace keeps your team's members, tasks, meetings, records, integrations, and billing together.

Create a workspace

  1. Sign in to Kato.
  2. From the workspace picker, choose Create workspace.
  3. Give the workspace a recognizable name.
  4. Add a logo or adjust the workspace preferences if you want to.
  5. Invite teammates now, or skip this step and return to it later.

Invite your team

Open Settings → Members and send an invitation to each teammate's work email. Invitations are specific to the workspace you send them from.

Workspace administrators can manage members, teams, integrations, security, and billing settings. Give administrator access only to people who need it.

Switch between workspaces

If you belong to more than one workspace, use the workspace switcher in Kato's sidebar. Information does not move between workspaces unless you explicitly export and import it.

Next step

Create a few real tasks and agree on the statuses your team will use. See Organize tasks.

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