Get started with NaatOps
Create your workspace, set up your first project and bring your team in.
NaatOps is one place for your team's stories, sprints, test cases, API checks and releases. When a release ships, you can send your client a report that shows what was built and how it was tested.
This page takes you from sign-up to your team's first running sprint in about ten minutes.
1. Create your workspace
- Go to the NaatOps home page and choose Start free.
- Enter your name, your company name, your work email and a password. Team size is optional.
- Choose Start your free trial.
You land in your new workspace. The workspace is your company's space in NaatOps: every project, person and setting lives inside it.
Two notes appear at the top of the screen:
- Confirm your email. Open the link we sent you. If it didn't arrive, choose Send it again.
- Your trial. Every new workspace gets 30 days of the Delivery plan for free, with no card needed. When the trial ends you choose a plan or stay on Free. Nothing is deleted. See Plans, billing and invoices.
2. Set up your first project
The welcome screen asks one question: What is the team working on first? A project holds one client engagement or one product: its backlog, board, sprints, test cases, API requests, docs and reports.
- Type the project name, for example Mobile banking app.
- NaatOps suggests a short key next to it, here MBA. Every issue in the project is numbered with this key: MBA-1, MBA-2 and so on. Change it if you like, because people will say it out loud in stand-ups.
- Choose how to start:
- Starter backlog and Sprint 1 (recommended). You get eight short example issues that show how NaatOps works, and four of them are already planned into Sprint 1. They are labelled example, so you can clear them in one go later.
- An empty project. A blank backlog, for teams that want to write or import their own stories first.
- With the starter backlog, pick how long your sprints are: one to four weeks.
- Choose Create project.
Setting up the first project
With the starter backlog you land on Sprints with Sprint 1 ready to start. With an empty project you land on the Backlog.
Owners, admins and managers can create projects. On the Free plan a workspace can have 3 projects. Later projects are created with New project on Home.
Under the form there are two other ways in:
- Already on Jira or Excel? Connect your Jira Cloud site and bring a project over with its sprints, comments and attachments, or import a CSV export. You see a preview before anything is created. See Import from Jira or CSV.
- Explore a finished sample. Opens a sample services firm that is building a bank's mobile app, with sprints, test cases, API checks and a client release report, in a workspace of its own. It's a safe place to try things. Switch back to your own workspace from the account menu at the bottom left.
3. Follow the setup checklist
Once the first project exists, Home shows Get your first sprint running, a checklist of six steps:
- Create a project
- Write your first story
- Invite your team
- Plan a sprint
- Start the sprint
- Finish a story
Each step has a button that takes you straight there, such as Start Sprint 1 or Write a story, and each one ticks itself as you work. You don't mark anything done by hand. On other pages, the Setup button at the bottom right opens the same checklist.
The setup checklist on Home
When you no longer need the examples, choose Clear examples at the bottom of the checklist. They go to the archive, where an owner or admin can restore them from Settings › Workspace. Hide the checklist with the × at its top right. It stays hidden for you, and other managers still see their own.
4. Invite your team
- Open Settings › Members.
- Under Invite someone, enter a colleague's email and pick their role: Admin, Manager, Developer or Viewer. See Roles and permissions to choose. For people at your client, pick Client (free) instead; see Client access and the client portal.
- Choose Send invite.
They get an email with a link. If the email is new to NaatOps, the link opens a page where they set their name and password and join the workspace. If they already have a NaatOps account with that email, for example in another company's workspace, they sign in to that account, or enter its password on the page, to join. Invitations last 7 days. You can also copy the invite link shown under the form and send it yourself, for example on WhatsApp or Slack.
The Free plan includes up to 10 people, counting pending invitations.
5. Add your own work
- Press C anywhere to create an issue. Type a title and press Enter. See Issues.
- Plan the next sprint from the Sprints tab. See Sprints and retrospectives.
- Open a story with acceptance criteria and choose Test N acceptance criteria to turn them into test cases, or import cases from Excel. See Test cases and test runs.
What to read next
- Find your way around for the screens and shortcuts.
- The guide for your role: developers, business analysts, QA, tech leads, managers and Scrum Masters or admins.