Quick start

Intro to Index

Get a high-level overview of the Index platform by watching a demo from one of our founders:

Book an onboarding

You can always book an onboarding call with the team to get a walkthrough of Index live and have any of your specific questions answered.

Connect your issue tracker

Index supports syncing with Linear (Issues, Projects, and Initiatives) and Jira (Issues and Epics).

You'll be prompted to connected an issue tracker in the top right of the app, or you can visit Settings -> Integrations by clicking your workspace name in the top left at any time.

Once connected, you can pull items into Index to plan with them, and later, push items to your issue tracker from Index when they are ready for delivery.

Index can also be used standalone without an issue tracker, or you can connect one later.

Set up your teams

The projects and views you'll create in Index will be associated with a team. To get you started, we create an initial team named after you or your company, which you can rename in settings.

If you plan to use Index across multiple teams, now is a good time to create them. Click the team name in the sidebar (under 'My Projects') to switch teams, or create a new team.

If you connect Linear, we'll automatically import your Linear teams into Index. If you don't need some of these teams, you can delete them in settings and Linear won't be affected.

Teams can be managed in settings, where you can also associate them with Linear teams, Jira projects, Slack channels, and more.

Create your first project

We add a few example projects by default (such as 'Multi-region support'). You can delete these when you're ready to get started creating your own.

Pick a team and create your first project. For convenience we offer multiple ways of creating projects to suit any context you might be in when planning:

• Through the create button in the toolbar, which will open a creation form allowing you to add more details before submitting
• Inline directly in the table, great for quickly getting down multiple ideas
• Through the global create button in the sidebar
• From a template

Add detail with fields

Projects in Index have fields, allowing you to capture additional information about each project in a structured way. You can customize the fields available in your workspace by clicking 'Fields' in the toolbar.

We create an initial set of fields by default. Most of these can be customized or deleted, but some (like Start and Target date) and system fields that can't be changed.

Based on the information you want to capture about your projects, you can create additional fields to aid your planning and prioritization. Index currently supports the following field types:

• Select (including multi-select)
• User
• Team
• Date
• Checkbox
• Text
• Link
• Number
• Rating
• Formula
• Company
• Figma

Jump between layouts

To support every stage of the planning process, Index supports the Table, Timeline, Board, and Canvas layouts. You can switch between these at any time in the toolbar to present your view in a different way. The projects you see in a view are consistent across every layout.

You're ready to go

Congrats! You're all set and ready to start planning like a pro. Dive into other parts of the guide for additional detail, or reach out to the team if you need any support.