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Getting Started with CollabOps

Welcome to CollabOps! This guide will help you get up and running quickly with our team collaboration platform.

🚀 Quick Start​

The fastest way to get started is with our hosted solution:

  1. Sign up at collabops.ai
  2. Create your workspace by entering your team name
  3. Invite team members via email
  4. Start collaborating immediately!

Option 2: Self-Hosted​

For organizations that need full control over their data:

  1. See our Self-Hosting Guide for installation options
  2. Choose between Docker, Kubernetes, or Helm chart deployment
  3. Configure your environment variables and domains
  4. Set up authentication and user management

📋 System Requirements​

Cloud Version​

  • Modern web browser (Chrome, Firefox, Safari, Edge)
  • Internet connection
  • No additional requirements!

Self-Hosted Version​

  • Docker: Docker 20.10+ and Docker Compose 2.0+
  • Kubernetes: Kubernetes 1.20+ cluster
  • Memory: Minimum 2GB RAM (4GB+ recommended)
  • Storage: 10GB+ available disk space

🔧 Initial Setup​

1. Create Your First Project​

After signing in:

1. Click "New Project" in your dashboard
2. Choose a project template or start from scratch
3. Set up your project details:
   - Project name
   - Description
   - Team members
   - Visibility settings

2. Configure Team Settings​

1. Go to Team Settings
2. Set up your team preferences:
   - Time zone
   - Notification preferences
   - Integration settings
   - Access permissions

3. Invite Team Members​

1. Navigate to Team > Members
2. Click "Invite Members"
3. Enter email addresses or share the invite link
4. Set appropriate roles and permissions

🎯 Core Features Overview​

Project Management​

  • Task Tracking: Create, assign, and track tasks
  • Kanban Boards: Visual workflow management
  • Gantt Charts: Timeline and dependency visualization
  • Milestone Tracking: Set and monitor key deliverables

Team Collaboration​

  • Real-time Chat: Instant messaging and file sharing
  • Video Calls: Built-in video conferencing
  • Document Collaboration: Shared workspaces and version control
  • Comments & Reviews: Contextual feedback on any work item

Automation​

  • Workflow Templates: Pre-built automation for common processes
  • Custom Rules: Create your own automation triggers
  • Integration Hub: Connect with your favorite tools
  • API Access: Build custom integrations

📚 What's Next?​

Now that you're set up, here are some next steps:

🤝 Need Help?​

Ready to collaborate? Start your first project and experience the power of streamlined team operations!