Quick Start Guide

Follow these steps to go from a new account to a useful daily routine.

1. Set up your workspace — If you are not in a workspace yet, Opzello asks you to create one. Enter a Workspace name (the description is optional) and click Continue. Then pick up to 3 work roles and click Create Workspace. As the workspace owner, invite colleagues from Workspace Settings → Members with Invite member.

2. Check your work roles — Your roles say what kind of work you do in this workspace (Developer, Marketing, Logistics, Sales, Design, Finance, Product, HR, Data, Customer Success). They tag your work logs and tasks and decide which module dashboards you see. To change them, click your name at the bottom of the sidebar and choose My work roles. You can pick up to 3 per workspace. Your weekly hours goal is on your Profile page.

3. Log your first work entry — Click the + button in the top bar and choose Log Work, or open Work Logs → Daily and click Add Entry. Pick a role, a category, a title, the hours and a status, then click Save Entry. The entry shows in your daily, weekly and monthly views right away.

4. Add a task — Open Tasks from the sidebar and click Add Task. Give it a title, a priority and a due date, then save. Switch between the list view and the board view with the two buttons at the top.

5. Create one goal — Open Goals and click New goal. Add at least one key result with a target. A key result can track itself from live data, such as deals won or WhatsApp chats resolved, or you can update it by hand.

6. Try the Analyzer — Open AI Assistant → Analyzer, pick a Period and click Analyze now. The AI reads your logs and returns patterns, wins and what to improve. It works best when you have at least a week of logs.

7. Turn on role modules (optional) — Role modules start turned off in a new workspace. The workspace owner turns them on in Workspace Settings → Features: switch on Role Modules and click Save changes in the bar at the bottom. Modules then appears in the sidebar, with a dashboard for each of your work roles (projects for Developer, campaigns for Marketing, deals for Sales, budget items for Finance, and so on).

You do not need every feature on day one. Most people start with daily logging and tasks, then add goals and AI as the habit grows.