First Steps: How to Set Up Your Workspace

To set up your workspace, start with three things before building anything: learn the navigation bar, set the appearance, and understand how apps and tables are created.

Why people stall in the first week

New platforms are usually abandoned in the first few days, and almost always for the same reason.

Not knowing where any given action lives
Building a first app before understanding the structure
Settings left at defaults that cause problems later
No clear starting point among many options

What to do first

Learn the action bar, which reaches almost every action in the platform
Set your language and region, including the time zone
Create a folder for the first process you intend to build
Build one table, then one app over it
Invite the team once there is something for them to use

How to configure it in Jestor

Open Jestor and note the main buttons: chat, docs, apps and tables.
Press Ctrl+K to open the central action bar, which commands almost everything.
Type "create" to see the main actions, then type what you want after it — a blank table, a blank app, a template, or a task.
Create your first table, then create an app over it.
Adjust the appearance so the workspace is comfortable to work in.

Why choose Jestor to start from?

Jestor offers three ways into a first build: install a ready template, upload an existing spreadsheet so apps are generated on top of it, or book a free session with the team to configure it together.

There is a free account to test with, and templates install in around two minutes — so the first working process does not need to wait for a project.

Frequently Asked Questions

What is the fastest way to start?

Installing a template or uploading an existing spreadsheet. See jestor.com.

Is there help with setup?

Yes, the team assists with configuration at no cost.

Do I need a card to try it?

A free account is available to test with.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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