Your first week in Nestr: a step-by-step quickstart

Welcome to Nestr! Whether you're setting up self-organisation for the first time or migrating from another tool, this guide will get you productive in your first week.

Day 1: Set up your workspace

1. Create your workspace at app.nestr.io.
2. The setup wizard will ask you to:
   • Choose a governance model: General (flexible), Sociocracy, or Holacracy.
   • Choose between AI-generated structure (describe your organisation and let Nestradamus suggest circles and roles) or manual setup.
3. Give your workspace a name and purpose.

[SCREENSHOT #1]

For more detail, see Setting up a new collaborative workspace.

Day 2: Build your structure

1. Navigate to your workspace and click the Structure tab.
2. Click Add sub-circle to create your first team/circle.
3. Inside the circle, click Add role to define roles with clear purpose and accountabilities.
4. Assign yourself and your team members to their roles.

For details, see Building your org structure.

Day 3: Invite your team

1. Go to Workspace settings → Users.
2. Click Invite users and enter their email addresses.
3. Or share the invite link directly.

Point new members to Invited into a workspace? How to get started.

Day 4: Run your first meeting

1. Navigate to a circle and click Work → Meetings.
2. Click New circle meeting.
3. Walk through the meeting tabs: Check-in → Projects → Tension review → Reflect → Close meeting.
4. Practice adding agenda items and capturing outcomes.

For the full guide, see Running meetings in Nestr.

Day 5: Start tracking work

1. Click My projects in the sidebar.
2. Click New project, select a role, and give it a name.
3. Try the kanban board: drag projects between Future, Current, Waiting, and Done.
4. Create some todos under your projects for next actions.

See Projects & todos for the complete guide.

Key concepts glossary

TermMeaningWorkspaceYour organisation or team's home in NestrCircleA self-governing team that contains roles and can nest within other circlesRoleA set of responsibilities with a clear purpose, accountabilities, and domainsTensionA gap between current reality and what could be — the driver of organisational changeGovernanceThe process of evolving your structure through proposals and consentProjectA multi-step outcome tracked under a roleTodoA single next action, can be standalone or nested under a projectKanban boardVisual board showing projects by status: Future, Current, Waiting, Done

Where to find help

• Help articles — browse our complete help documentation.
• Nestradamus — click the chat icon in the bottom right to ask our AI assistant.
• Contact us — reach out directly for personalised support or a demo.