How SquadSpace works
What is in the product, how to get a team started, and answers to the questions people actually ask.
Your first week
The order matters — each step depends on the one above it.
Create an organization, then a project
An organization holds your people and your billing; projects live inside it. Everything else — boards, tasks, repositories, meetings — belongs to a project, so make one before anything else.
Invite the team and set roles
Invitations go out by email. Each member gets a role: owner, admin, editor, member or viewer. Roles decide who can manage people, create and delete projects, and edit work — pick them deliberately at the start.
Add boards and notes
Boards group notes; notes are rich text with headings, lists, tables, images, links and code blocks. This is where specs, research and meeting write-ups live.
Turn the work into tasks
Give each task a priority, a category, an assignee, a reviewer and an estimate. Tasks move through Backlog, To Do, In Progress, In Review and Done on the board.
Open your first sprint
Set a goal and a window between one and four weeks, then pull tasks in. The burndown, burnup and velocity charts start filling in as work completes.
What is in the product
Six areas, all included on every plan.
Projects, boards and notes
- Projects hold boards; boards hold notes
- Rich text with tables, images, links and code
- Share a note by link or invite someone by email
- Attach files up to 10MB to boards and tasks
Tasks and sprints
- Five columns from Backlog through to Done
- Assignees, reviewers, priorities and categories
- Dependencies, with blocked tasks flagged
- Sprints of one to four weeks with a written goal
Repositories
- Repositories live inside the project they serve
- Clone over HTTPS or SSH from the repo page
- Browse files, read commit history and diffs
- Open pull requests with reviewers and labels
Whiteboard
- Sticky notes in six colours, shapes and text
- Connectors with smooth, straight or stepped lines
- Link any element to a board, note or task
- Undo, redo, zoom and pan across the canvas
Chat and meetings
- Project channels and direct messages
- Replies, reactions and live online status
- Meetings with attendees, location and a link
- Attach the boards, notes or tasks being discussed
Charts and reporting
- Burndown, burnup and sprint velocity
- Workload split across contributors
- Gantt timeline with milestone tracking
- Task completion trends and overdue counts
Common questions
Answers describe how the product behaves today.
How do I invite someone to my organization?
Open Organization Settings and send an invitation to their email address. They will get a link that adds them to the organization once they accept. If your plan is already at its seat limit, the invitation is blocked until you upgrade or cancel a pending one.
What can each role do?
Owners have full control including billing. Admins can manage members and roles. Editors can create and edit projects, boards, notes and tasks. Members work with content normally. Viewers have read-only access.
Can I share a note with someone outside the team?
Yes. Open the note, choose Share, and copy the public link. Anyone holding that link can view the note. You can also invite an individual by email and give them view or edit access instead.
How do I clone a repository?
Open the repository and use the clone instructions on the page. Both an HTTPS and an SSH URL are given, and repository access is controlled separately per collaborator as admin, write or read.
Why is a task marked as blocked?
A task is blocked when something it depends on is not finished yet. The dependency view draws the whole chain and marks blocked tasks in orange, so you can see what has to land first.
Why am I asked for the actual duration when I finish a task?
Completing a task asks how long it really took, next to what you estimated. That pairing is what makes the velocity and workload figures meaningful — it is worth entering an honest number rather than accepting the estimate.
How do I change my notification settings?
Open Settings and go to notifications. You can control in-app, email and push delivery separately, and mute specific kinds such as new messages, task assignments or mentions.
I forgot my password.
Use the reset link on the sign-in page. You will get an email with a link to set a new one. If you are already signed in, you can change it from Settings.
Still stuck?
Email info@hxl.global and a person will get back to you. Fuller documentation is on the way.