Workspace Settings

Getting Started with Clubhouse

Welcome to Clubhouse! 🙌

Simple, smart, scalable project management tool that you'll actually love using! Clubhouse provides a number of views into your team’s work. To navigate around, you can use the sidebar menu. 

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Setting Up Your Profile and Workspace 👤 

If you are new to Clubhouse, the first thing you should do is set up your profile and your Workspace (if you are the Workspace administrator or owner). You can do this by clicking on your user Icon in the upper-right hand corner of any page.

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We encourage you to set up Two Factor Authentication (2FA) and to encourage all your teammates to do the same. You can see which users have it disabled by going to Settings > User Directory. The alert symbol indicates that 2FA has not yet been activated.

Here's information on how to login after you've enabled 2FA.

 

Clubhouse Building Blocks 📚

 

              Stories                                              Epics                                       Milestones

 

Stories are the standard unit of work in Clubhouse and represent individual features, bugs, and chores. You can click the large green Create Story button on the Dashboard, Teams, or Stories page to create a new story. More on adding Stories here.

Projects typically map to teams (such as Frontend, Backend, Mobile, Devops, etc) but can represent any open-ended product or initiative. You can click the large green Create Project button on the Projects page to create a new project. Learn more about Projects here.

An Epic is a collection of Stories that together make up a larger initiative that your organization is working on. Oftentimes an Epic can be a place for multiple Project teams to work together toward a shared goal. Learn how to create an Epic here.

On the Stories page, Stories are displayed in columns. You can change the priority and state of Stories by dragging them around. The background color denotes the type of Story. You can control the scope of what you’re looking at by selecting filters, Projects, Epics, and workflow state columns. These combinations can be saved as Spaces that you can quickly come back to later. More on Spaces here.

 

Clubhouse Training 🎓

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Access our training platform right within Clubhouse to learn and see how the building blocks help you track your work and collaborate together, all at your own pace! This can be accessed at any time by clicking on the Training button on the upper right side of the dashboard.

 

See the Concepts in Action in our Sample Workspace 👀

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They say seeing is believing! Access our Sample workspace, complete with prefilled data, which will allow you to see how Dotlab, an imaginary company, does its best work by putting all the aforementioned building blocks together. When you first log in to the sample workspace, we will walk you through each Clubhouse component and offer some tips along the way.

 

Have some time? Watch our Getting Started Webinar! 💻

 

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Work with other tools 🤝

Now that you've got yourself (and your team) all set up, you'll want to integrate your favorite tools. Clubhouse works best when it’s integrated with the other services you use every day. Check out the Integrations section of the Clubhouse Help Center for detailed instructions. 
Have more questions? Submit a request