Create your first stack

A stack is where one kind of work lives. The fastest way to start is a template: it comes with fields, steps and even emails already set up, and you change what doesn't fit.

Start from a template

1. Go to Stacks and click + New stack. (Your very first time, the button says + Create stack, next to the cactus.) (Only company Admins see this button. If you don't, ask an Admin to change your role.)
2. Browse the templates, grouped by Operations, Sales, Finance, People and more: Customer orders, Facility requests, IT help, Purchase requests, Time off requests, Vehicle maintenance and others. Each card shows how many steps and fields it has.
3. Pick the closest one. Don't worry about a perfect match; everything can be changed.
4. Give the stack a name and a short ticket ID prefix (like FR for facility requests). Ticket numbers will look like FR-1, FR-2.

Prefer a blank slate? Choose Start from scratch and build it your way.

Make it yours

The editor walks you through seven short steps, one job each. You'll find a full tour in The stack editor:

• Name: the name, description, color and an optional icon.
• Fields: what you need to know about each request. See Ticket fields.
• Getting in: how requests reach you: the app, a web form or QR code, email, schedules or other tools.
• Stages: the stages a ticket goes through, like To do → Doing → Done. See Statuses and steps.
• Rules: what has to be filled in before a ticket moves on. See Step rules.
• Automations: optional work the stack does for you, like emailing the requester. Skip for now is fine.
• Sharing: who can see it and what they can do. See Who can see a stack.

Click Save stack when it looks right. Your stack appears on the Stacks page, ready for tickets.

Good first changes

• Rename fields to the words your team already uses.
• Mark the details you can't work without as Required.
• Turn on the web form so requests come straight in.

Next: Invite your team.