OpenSana Docs

Quick Start

Create your first workspace structure, task, and thread in OpenSana.

OpenSana is organized around organizations, projects, tasks, and threads.

Typical First Run

  1. Join or create an organization.
  2. Open a project.
  3. Create your first task.
  4. Open the task details sidebar to add description, comments, files, or artifacts.
  5. Start a thread if you want AI help tied to that project or task.

Core Navigation

  • Organizations group projects.
  • Projects contain tasks and AI threads.
  • Tasks can be viewed in list and board-style workflows.
  • Threads let you collaborate with connected CLI agents.

What To Set Up Early

  • Confirm project members and roles.
  • Decide which statuses and task types your project will use.
  • Generate an API key if you plan to use the CLI or MCP integrations.
  • Connect at least one CLI profile if you want live AI thread execution.

Next Steps

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