Getting Started
Praxsys brings operational context, project execution, client work, intake, and decisions together inside a shared Space.
These guides cover Beta 1. The current version is 0.46.0-beta.1, released September 23, 2026. See the latest Beta 1 release notes for what changed.
Entering Praxsys
You can enter Praxsys through a valid invitation or an available early-access signup path. Sign in with the email address connected to the invitation when joining an existing Space.
Sign-in and signup offer Google, Microsoft, and GitHub. A non-invite signup may ask for an early access code before continuing.
Creating A Space
When creating your first Space through onboarding, enter your name and Space name, then complete or skip the optional business information. Your Space starts on Personal and is immediately usable. Choose Go to Projects to enter it.
After the Beta 1 welcome, an optional Explore plans for your Space offer lets you continue with Personal or review an upgrade. No paid plan is preselected.
Once you have access to Praxsys, New Space uses the plan-first flow within your plan limits, even if you are a Collaborator, Client, or Guest in another Space:
- Select Personal, Pro, or Business.
- Enter the Space details.
- Complete checkout when creating a paid Space.
Personal Spaces become available immediately. Pro and Business Spaces become available after billing confirmation. New Spaces open on the Projects index without creating a default Project.
Product Areas
- Dashboard brings together your work, recently active Projects, and available Sales summaries.
- Projects connects Overview context with task execution in List.
- Sales manages Opportunities.
- Business manages Client Profiles and their relationships.
- Settings contains Space configuration, members, plans, and billing where available.
Inside a Project, use Overview for Packages, Requests, Files, and Team. Use List for tasks across To Do, In Progress, In Review, and Done.
Workflow, Forms, and standalone Approvals are unavailable in Beta 1. Create Opportunities in Sales, use Project Requests for work intake, and record content approval inside Packages.
Use header search to find accessible Projects, Tasks, Packages, and Requests in your current Space. See Space search for its scope and controls.
Shared Collaboration
Supported work surfaces can include comments, mentions, bookmarks, notification subscriptions, attachments, private Journal entries, Activity, and links directly to the work. Available actions depend on your current access.