Quick starting guide
Everything you need to get up and running
with Complex.so.

Chapters

  1. Setting up your first space

  1. Items explained - tasks, pages, files and messages

  1. Team communication

  1. Planning work

  1. Task views

  1. Running your business

Complex.so is built to run your business and manage your team with maximum efficiency.


No-nonsense project management—no clutter, no complexity, no unnecessary features, and no steep learning curve. Simply get started, invite your team, and start organising and being productive from day one.


Within just minutes of using Complex.so, you'll see how clear everything becomes. Instantly access all your tasks, events, and projects, and team communication giving you a clear overview at a glance.

Get started with Complex.so
  1. Setting up your first space


You can organize your workspace using spaces. Setting up different spaces is key to creating structure and maintaining an overview. Think of spaces as projects, but they can also be used for specific teams or even as folders to store files, pages, and anything else.


To set up your first space, navigate to the spaces page and click the "+ New space" button. Add a title, description, icon, and invite the teammates you’d like to include. Then, press 'Create.' Your first space will be created and open automatically.


Depending on the purpose of your space, you can now add items (tools). Choose from task boards, pages, files, or messages. Any space with more than two people will automatically have a chat created.


We’ll explore these items in more detail in Chapter 2.

Workspace complex.so
  1. Items explained - tasks, pages, files and messages


Now that you've created your first space, let's dive into how to effectively use spaces to manage and organize your work. To make this clearer, let's use an example: imagine we’ve created a space for the marketing team.


Task Board: Each team member has their own tasks, so adding a task board as the first item is a great start. You can choose to view the tasks in a board, list, or calendar view. Once you've made your choice, start adding tasks and assign them to the appropriate team members. Complex.so's task management tool is powerful and flexible. You can also add task boards for non-task-related purposes, such as organizing and visualizing all the blog articles and tracking their progress through different stages. To learn more about task management, click here.


Pages: The marketing team has briefings and guidelines for upcoming campaigns. Instead of using Google Docs or Word, you can easily add pages directly to your space and even organize them into stacks for better categorization. If needed, you can export a page as a DOC or PDF by using the more options icon.


Files: The marketing team handles contracts with freelancers, blog images, tutorial videos, and podcasts. All of these files can be added to a space and neatly organized into stacks (folders) for better structure. All the work will be easily accessible to the entire marketing team, with everything in one central place.


Messages: Messages can be used for announcements or discussions. For example, if someone in the marketing team wants to discuss whether to spend more on Google Ads or SEO, they can post the question, and everyone in the team can reply, creating an asynchronous brainstorming session.

project management tools
  1. Team communication


Complex.so isn't just a place to manage and organize your projects and work—it also serves as a hub for all team communication. There are several ways to communicate within the app:


  • Chat

  • Comments (on files, images, pages, tasks, or messages)

  • Mentions

  • Messages

  • The Feed


For any space with two or more members, a chat will be created automatically. You can access it via the "Chat" option in the sidebar, or, when you're in a space, you'll find a "Chat" button in the bottom-right corner. You can also have private (1-on-1) chats by simply navigating to the chat in the sidebar and selecting the person’s name. The chat feature is perfect for quick responses and easy communication.


You can leave comments on almost everything in the app—pages, tasks, files, images, messages—ensuring discussions stay within context and are organized where they belong. Once you leave a comment, the relevant team members will automatically be notified.


You can also use mentions by typing the @ symbol and selecting a team member’s name, ensuring they’ll see your message and respond promptly.


Messages are designed for asynchronous communication, allowing you to start discussions and giving team members time to think and respond when it’s convenient. It’s a great way to resolve larger issues without the need for video calls.


Finally, The Feed serves as your company's central hub for announcements and company-wide updates. Think of it like a social media feed for your team—ideal for sharing important information, updates, and anything your entire company should see.

async team communication
async team communication
  1. Planning work


Complex.so lets you plan your work in detail using the Calendar, Week Planner, and task due dates. Tasks with due dates automatically appear in the Calendar and Week Planner. In addition to your own tasks, you can choose to view your team members' tasks, giving you a comprehensive overview of what's been done, what's currently happening, and what's coming up next.

Week planner
  1. Task views


Task views allow you to combine tasks from multiple task boards into one convenient overview. You can choose which task boards to include and apply filters, groupings, or sorting options. This powerful feature lets you save your preferred setups and quickly access the information you need.


For example, you can group tasks by assignee (teammate) and sort by priority, making it easy to see who's working on what and what's most important.

task list view
  1. Running your business


Running a startup is no small feat. It involves juggling countless tasks, from registering your business and building a website to creating a brand, hiring the right people (and managing them), and keeping track of a seemingly endless to-do list. The demands can quickly become overwhelming as you try to keep everything organized and moving forward.


That’s where Complex.so comes in. It’s your all-in-one solution for organizing and streamlining every process your startup needs, all within a single, easy-to-use workspace. It's basically the command center of your startup.


With Complex, you can manage every aspect of your business in one place, keeping your workflow smooth and efficient. But you don’t have to do it alone—invite your team to join you on Complex, where you can assign tasks, share updates, and collaborate seamlessly. Whether you're working on a new project, tracking milestones, or just trying to stay on top of the daily grind, Complex makes it easy for everyone to stay aligned and focused. Together, you can propel your startup to the next level, turning your vision into reality without missing a beat.

Manage your business
Documentation

For a more detailed explanation please refer to our documentation.