Starter
Required for the certificateBrand new to WorkBOS? Start here. Signing up, finding your way around, and getting your first real work into the system.
Lessons
Where to sign up, what the invite/signup screen asks for, and exactly what you land on the moment your workspace is provisioned.
Every tile on the home dashboard: pipeline, cash, projects, tasks, leads, revenue, Needs Attention, Due Soon, My Tasks, Customize.
The whole navigation model - module groups, pinning, global search, the command bar, dark mode, notifications.
Org name, logo, currency, timezone, fiscal year, branding, and what each Settings tab controls.
Inviting members, roles, seats, what each role can and cannot do, guests vs users.
From an empty workspace to a real client record and a live project with phases and owners.
Building an invoice from a project, line items, tax, sending it, and watching it move to paid.
The demo data seeder: pick an industry, choose modules and volumes, seed, and roll it all back.