Create your workspace

This page takes you from nothing to a working team: an account, an organization, and a first workspace with rooms in it. It takes about five minutes.

Sign in

Openbook does not have a sign-in of its own. Every Vibeforce product shares one account service, the way every Google product shares one Google account.

1. Go to app.openbook.work.
2. You are handed to Vibeforce at sso.vibeforce.work to sign in.
3. Sign in, or create an account there if you do not have one, and you land back in Openbook, on the Organizations page.

Your name, your email, your password, your profile picture and the list of devices you are signed in on all live at the Vibeforce account. Openbook reads them; it never keeps a second copy. Change any of them once, at the account, and every Vibeforce product sees the change.

Old links still work. /auth/register, /auth/resetpassword and /auth/changepassword are still valid addresses in Openbook — they hand you to the account service, which is where registering and password changes happen. An old link to /space, the page that used to list every workspace, now lands on Organizations too.

Signing out signs you out everywhere. Openbook ends its own session and then ends the shared one, because ending only the local session would find the shared session still alive and sign you straight back in. The reverse is true too: sign out of another Vibeforce product and Openbook notices within about ten seconds.

Create your first organization

An organization is the container for everything else: members, workspaces, and billing. If you do not belong to one yet, Openbook walks you through Create Your Organization right after you sign in; later, New organization in the switcher at the bottom of the sidebar does the same.

1. Give it a name — usually your company or team name.
2. Add a description so new members know what it's for.
3. Chat access defaults to everyone in the organization; you can leave that as is. It decides who may use Openbook's chat rooms, and this form is the one place it is set. (Organization chat is open to everyone in the organization regardless.)

You land on the organization's Home.

Organizations belong to your Vibeforce account, not to Openbook. The same organization is the one you have in every Vibeforce product, and one account can belong to several organizations. Who is in it, what role each person holds, who owns it and who has an invitation pending are all decided at the account service — see Invite your team.

Billing is Openbook's own, per organization. Every new organization starts a 14-day Pro trial automatically — full Pro features, no card required. See Your Pro trial for what that includes.

Create your first workspace

A workspace is a team or project's home. Open Create a workspace from any of these — they all open the same dialog:

• the workspace switcher at the top of the sidebar, which ends with Create a workspace;
• Create a workspace at the end of the OpenBook group in the organization's sidebar;
• the Create a workspace button on the organization's Workspaces page.

The Create New Workspace dialog asks for:

1. Name and Description.
2. Who can see this workspace? — Everyone in the organization, or Certain people. Pick certain people for anything sensitive — a leadership workspace, a client project — and everyone for team homes you want discoverable.
3. Members — Add everyone in <organization> to this workspace, ticked by default. Untick it to choose who is added. You are added as the owner either way.
4. Also create it in — shown when the organization can reach MadeBook or CodeBook. Tick either to create the same workspace there and link the two. See Linked products.
5. Start from a template — below.

The new workspace opens straight away. The switcher at the top of the sidebar now shows its name, with Workspace underneath.

Start from a template (optional)

Start from a template shows the templates as cards, each with its icon, description and the rooms it creates. Search them by name, description or room with Search templates by name, description or room…, or narrow by category with the chips across the top. There are 12 built-in workspace templates:

Template	Category
Software Team	Engineering
Product Team	Product
Marketing Team	Marketing
Sales Team	Sales
Design Team	Design
HR & People	People
Operations	Operations
Finance	Finance
Agency / Client Delivery	Services
Startup HQ	Leadership
Single Project	Project Management
Customer Support	Support

A template provisions a set of rooms suited to that kind of team, with seeded sample content — boards arrive with example cards and rows — so the workspace isn't empty on day one. The sample content is there to show you how each room works; edit or delete it as you replace it with real work.

Templates your organization saved appear alongside the built-in ones. To save one, open a workspace's Settings → General and choose Save this workspace as a template; its rooms can then be recreated in one click from this gallery.

Templates are a starting point, not a commitment. Everything a template creates can be renamed, rearranged, or removed, and you can add more rooms at any time.

If you'd rather build from scratch, choose Start blank and the workspace starts empty.

Add rooms

Rooms are the apps inside your workspace — a kanban board, a docs room, a chat room, and so on (what's a room?). To add one, open the workspace and use any of:

• Add a room under Quick Actions on the workspace's Home;
• the + that appears when you hover a section in the sidebar, which adds the room to that section;
• New room on the workspace's Settings → Rooms.

Then search or scroll the room types, pick one, name the room, and choose who can see it.

There are 21 types. Creating a room is limited to the workspace's owner and admins. The round + under the workspace switcher creates a sidebar section, not a room.

Or describe what you want

If you would rather not assemble a workspace by hand, the concierge on the organization's Home and on each workspace's Home will build it for you. Describe the team and the work, and it creates workspaces, rooms, boards and stories through the same actions you would use yourself. See The concierge.

Check your setup

Before inviting anyone, take a minute to verify:

• The organization name and description read the way you want — new members will see them.
• The workspace's visibility matches your intent (everyone vs. certain people).
• If you used a template, you've had a quick look at the sample content so you can tell teammates what's placeholder and what's real.

Next step

Bring people in. A workspace with one person in it is a notebook; the product starts paying off when your team is inside. Head to Invite your team, and for a tour of the sidebar and the switchers, see Finding your way around.