Kraaft

The goal of this article is to guide you through the different steps to get started with Kraaft on the desktop version! ​

So, ready to become a super Kraaft user? 🚀

<a href="https://help.eu.kraaft.co/en/articles/236719-create-a-conversation">Create a conversation</a> and <a href="https://help.eu.kraaft.co/en/articles/236698-%E2%84%B9-complete-the-information-of-my-worksite">fill in your worksite details </a>🧑‍💻

<a href="https://help.eu.kraaft.co/en/articles/236694-worksite-folder-on-kraft">Create a default list of folders (and subfolders)</a>

<a href="https://intercom-help.eu/kraaft-eu-62ccdd45598d/en/articles/236673-share-documents-plans-quotes-safety-instructions" rel="nofollow noopener noreferrer" target="_blank">Add documents to your project folder 🗂️</a>

<a href="https://help.eu.kraaft.co/en/articles/236712-create-a-form">Create a form </a>or use an already existing form on Kraaft

<a href="https://help.eu.kraaft.co/en/articles/236704-create-a-to-do-list">Create a to-do list ✅</a>

<a href="https://help.eu.kraaft.co/en/articles/236648-display-reports-by-conversation">Display reports by conversation</a>

<a href="https://help.eu.kraaft.co/en/articles/236717-generate-a-report">Generate a report (in Word or PDF) 🧾</a>

<a href="https://help.eu.kraaft.co/en/articles/236716-generate-a-conversation-report">Generate a conversation report</a> 💬

1. <a href="https://help.eu.kraaft.co/en/articles/236719-create-a-conversation">Create a conversation</a> and <a href="https://help.eu.kraaft.co/en/articles/236698-%E2%84%B9-complete-the-information-of-my-worksite">fill in your worksite details </a>🧑‍💻
2. <a href="https://help.eu.kraaft.co/en/articles/236694-worksite-folder-on-kraft">Create a default list of folders (and subfolders)</a>
3. <a href="https://intercom-help.eu/kraaft-eu-62ccdd45598d/en/articles/236673-share-documents-plans-quotes-safety-instructions" rel="nofollow noopener noreferrer" target="_blank">Add documents to your project folder 🗂️</a>
4. <a href="https://help.eu.kraaft.co/en/articles/236712-create-a-form">Create a form </a>or use an already existing form on Kraaft
5. <a href="https://help.eu.kraaft.co/en/articles/236704-create-a-to-do-list">Create a to-do list ✅</a>
6. <a href="https://help.eu.kraaft.co/en/articles/236648-display-reports-by-conversation">Display reports by conversation</a>
7. <a href="https://help.eu.kraaft.co/en/articles/236717-generate-a-report">Generate a report (in Word or PDF) 🧾</a>
8. <a href="https://help.eu.kraaft.co/en/articles/236716-generate-a-conversation-report">Generate a conversation report</a> 💬

To learn more, check out all our articles here.

👋 8 Steps to Get Started with Kraaft - Site Manager

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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👋 8 Steps to Get Started with Kraaft - Site Manager

Welcome to Kraaft ✨

Here are the steps: