Workspace Home
Home is where you land after signing in. It greets you by name, tracks what is left to set up, states four facts about the workspace, and puts the projects you were last in one click away. The sidebar sits beside it, the same one you get everywhere else.
Home is the first entry in that sidebar, above Projects. It is where you arrive after creating a workspace, accepting an invitation, or logging in, and the browser tab reads Home.
Not a project dashboard. Home is workspace-wide. Each project has its own dashboard, reached from that project’s row in the sidebar. See Navigation.
Two states
Home changes shape depending on whether the workspace has any projects yet.
| State | What you see |
|---|---|
| A new workspace | “Let’s get your workspace ready”, a line explaining what a project is for, the buttons below, and the setup checklist in full. No facts, no project cards — there is nothing yet to state. |
| A workspace in use | “Welcome back”, the facts panel, recent projects, and the checklist reduced to a single row — or gone. No buttons in the heading: Projects is two rows away in the sidebar. |
The buttons on a new workspace
They appear only while the workspace is empty and you are allowed to create projects:
| Button | What it does |
|---|---|
| Create a project | Opens the project editor directly — an empty project, ready to name. It does not stop at the Projects page on the way. |
| Try the sample project / Open the sample project | Provisions, or opens, a pre-built project with test cases, runs and explorations already in it. See Sample project. |
If you cannot create projects, the heading carries no buttons and the line beneath reads “Ask an admin to add you to a project — everything you test lives inside one.”
The facts panel
Once the workspace has projects, one panel states the workspace in a row of figures. Each carries a label above and a phrase below saying what it counts:
| Fact | Reads | Who sees it |
|---|---|---|
| Projects | You have access to | Everyone |
| Test cases | Across those projects | Everyone |
| Pass rate | Latest run outcomes | Everyone |
| AI usage | of your monthly AI allowance | Only people who can manage user roles, and only when AI is switched on for the workspace |
So most people see three figures and an admin sees four. The counts are scoped to the projects you can open, not the workspace as a whole.
The setup checklist
Finish setting up walks you through the handful of steps that make the rest of the product worth having. It has three lives, and which one you get is decided for you.
Full, on a new workspace
With no projects yet the checklist is the page. It sits directly under the heading and lists every step, each with a short description, an estimated time and a button that opens the right screen:
| Step | Description, and the button | Counts as done when |
|---|---|---|
| Create or try a sample project | Spin up a workspace for a release — or explore the pre-built sample first. · Create | The workspace has at least one project. |
| Invite your team | Bring QA, devs and stakeholders into the workspace. · Invite, which opens Invitations. | An invitation has been sent — or the workspace already has more than one active member, however they got there. |
| Connect MCP | Let Claude and agents create, run and update cases via MCP. · Connect, which opens API keys. | You have created a personal API key. |
| Connect Linear or Jira | Sync tracker issues into structured test cases — round-trip. · Connect, which opens Integrations. | A tracker is connected. |
| Enable AI Settings | Turn on AI test design to generate full suites from a requirement. · Enable, which opens AI Settings. | AI is enabled for the workspace. |
| Set up roles & access | Configure who can manage projects and execution. · Open, which opens Roles & permissions. | You have opened that page at least once. |
A finished step keeps its place in the list with a tick beside it and loses its button.
Steps you could not take are not listed. The list is built from what you are allowed to do, and the “n of m done” count is measured over that shorter list — so a new member of a new workspace sees a checklist of one step, Connect MCP, reading 0 of 1 done, while the admin beside them sees six. Nobody is held up by a step that was never theirs.
One row, on a workspace in use
Once the workspace has real work in it the checklist stops leading the page. It moves below your projects and shrinks to a single row naming only the next thing to do — Next: Connect MCP, its one-line description, a progress bar reading 3 of 6 done, and the same action button.
Click the row to open the full list again; a control in the expanded panel puts it back to one row.
Gone
The checklist disappears for good, and does not come back, when any of these is true:
- every step you can act on is done;
- you dismissed it — the × on either the full panel or the single row, labelled Hide setup;
- thirty days have passed since the workspace’s first project was created. The checklist is for setting up, and a workspace a month into real work has moved on.
Dismissal is saved to your account, so it stays hidden on every browser and device you sign in from, and it is yours alone — hiding the checklist does not hide it for your colleagues.
Recent projects
Up to three cards, each showing the project’s icon and name, its summary if it has one, an Active marker, and how long ago it was created. Clicking a card opens that project’s dashboard. View all beside the heading opens the full Projects list.
These three are the newest active projects you can open. Completed projects are left out of them, and nothing you do changes their order.
Not the same list as the sidebar’s Recent. The sidebar’s Recent group is ordered by where you last did work; these cards are ordered by when the projects were created. On a workspace where the newest project is not the one you have been working in, the two lists differ on purpose — one is a way in to what is new, the other is a way back to what you were doing.
Learn the basics
At the foot of Home, three rows link into this documentation, each with a one-line summary and a reading time: Plan work with cycles, Create a test case and Record test results. They open in a new tab, so you keep your place.