How to Set Up Your WorkOwl Account

  • Updated: November 7, 2025
  • Topic: Getting Started

Setting up your WorkOwl account takes just a few minutes and gets you ready to manage your projects, teams, and clients with ease. Whether you’re here to organize your own workflow or bring your team onboard, this quick guide will help you get started right.

Step 1: Sign Up for a Free Account

  1. Go to workowl.com
    Click on the “Get Started for Free” button at the top-right corner.
  2. Enter Your Basic Details
    Provide your name, email address, and a secure password. Or sign up using your Google account for faster access.
  3. Verify Your Email
    You’ll receive a confirmation email. Click the link to verify your account and unlock full access.

Step 2: Set Up Your Workspace

Once your account is verified, you’ll land on the workspace setup screen.

  1. Name Your Workspace
    This could be your business name, team name, or even your own name if you’re a solo user.
  2. Choose Your Industry (Optional)
    Select an industry category to help us personalize your experience (e.g., Design, Marketing, IT Services).
  3. Upload a Logo (Optional)
    If you have a team logo, upload it now to personalize your dashboard.

Step 3: Invite Your Team (Optional)

You can invite team members right away or skip this step and do it later.

  • Go to Team Settings > Members
  • Enter your team member’s email address
  • Choose a role (Admin, Manager, Member)
  • Hit Invite

They’ll receive an email to join your workspace and set their own password.

Step 4: Start Organizing Your Work

Here’s how to begin using WorkOwl right after setup:

  • Create Your First Project: Click on “New Project” and give it a name.
  • Add Tasks or Milestones: Break your project into tasks for clarity.
  • Assign Tasks: If you’ve invited team members, assign tasks to them.
  • Set Deadlines: Add start and due dates to stay on schedule.

Need to Update Your Account Info?

You can update your profile, change your email/password, and manage subscription settings by clicking on your avatar > Account Settings.

Checklist Summary

  • Created account
  • Verified email
  • Named workspace
  • Invited team (optional)
  • Created first project and tasks

Need Help?

If you get stuck or have questions at any point, our support team is happy to help. Just head to the Support section in your dashboard and send us a message.

  • More On: Getting Started