> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.quely.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Getting started with Quely Spaces


Quely, helps your team bring work and context into one focused Space. This guide shows you how to create a Space, add Units, use the Queue, work with Orbit and Lenses, and collaborate with your team.

**Step 1:** Sign in to Quely. From **Home**, you can ask Orbit about work in all Spaces that you can access.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/894b9a6f-a878-4c96-bdf2-2fa6efa36b3b.png)

**Step 2:** Select **Spaces** in the navigation bar. You can see the Spaces that you created or joined.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/9a7e1a6f-7afa-4649-b26c-96a04c58da27.png)

**Step 3:** Select **New** to create a Space.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/df995e0b-b2b7-429f-a965-d8923b32f0de.png)

**Step 4:** Enter the **Space name**. To invite team members, search for their names and select **Invite**.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/a75f2aee-9f3d-4733-ac27-baccaafcd469.png)

**Step 5:** Select **Create**. Quely sends the invitations and opens the new Space.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/27b32ddc-5a0b-4010-b8b2-635d34fcdccc.png)

**Step 6:** Select **Add Unit**. Choose **Work**, **Context**, or **Group**.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/43b90964-3707-4852-9c04-a1ae4d53829a.png)

**Step 7:** Choose **Work** to add tasks, tickets, or issues from a connected delivery tool. Select the provider and the account, project, or other source that contains the work.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/1b7294f9-e44e-4330-8544-5a6df5d83a0a.png)

**Step 8:** Choose how to add the items. For Jira, you can keep items in sync by sprint, status, or type. You can also use **Hand-pick** for a one-time selection.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/f30dca68-8a5c-454f-bd4e-baef4950cc19.png)

**Step 9:** To add a Context Unit, select **Context** and then select **Custom**. The other Context templates are marked **Soon**.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/c281c2fb-9327-48dc-b042-79ec8f73b2c8.png)

**Step 10:** In **Connect**, choose the sources that Orbit must reference. Select the focus areas and time range, add any necessary instructions, and select **Add to space**.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/7a0dc163-8991-47ed-814a-5b2f48c411ac.png)

**Step 11:** Choose how other members see you. Select a display option and an avatar, confirm your name, and select **Start Space**.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/19db063d-fee0-4461-ae49-cd927d112a23.png)

**Step 12:** Open the **Queue** to see the ordered list of Units in the Space. Work Units show their source and identifier. Context Units have a **Context** label.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/abf3ffc4-284d-4f7b-b94c-3158252fb2b8.png)

**Step 13:** Open a Unit to see its description, attachments, relationships, and activity.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/8e064f91-63f1-454c-9ae1-9a9beb4ee265.png)

**Step 14:** Open **Tools**. Select the tools that the Unit needs, such as **Time Tracking**, **Estimations**, **Diagram**, or **Document**.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/3b595a8e-3200-4b5c-9772-951822f503ae.png)

**Step 15:** To use the same tools for all Units in the Space, turn on **Apply selected tools to all units?** Select **Save**, and then select **Confirm**.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/9737415b-42aa-4095-a116-056ff0c13bda.png)

**Step 16:** The selected tools now appear as sections in the Unit. Expand a section when you need to use it.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/146e5e82-747d-4f07-bbe2-485d5d94bcf5.png)

**Step 17:** Use **Threads** for team discussion. Select **Ask Orbit** to start a private Orbit chat about the open Unit.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/c06ae27c-e272-41fe-b801-50c2f775e6e6.png)

**Step 18:** In Orbit's side rail, select **Lenses**. Lenses show shared insights that Orbit synthesizes from the Unit's sources, such as decisions, actions, risks, opportunities, open questions, and next steps.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/e082eea5-611d-4dba-894e-8b5912fb8fc9.png)

---

## More things you can do

**Step 1:** Select **Send Invite** to add members, integrations, or guests to the Space.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/996cdffd-51b6-4c85-8423-f2c069f1bf17.png)

**Step 2:** Open **Relationships** to view linked Spaces and Units. You can also add a linked Unit.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/320c5415-f799-4331-bdd6-fd57aa74a02b.png)

**Step 3:** Open **Activity** to review the Unit's activity and recorded time.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/4b3ff3dd-0b75-4e5f-b9cf-38439d0065f0.png)

**Step 4:** Use the Thread composer to write messages. You can also mention teammates, attach files, schedule a meeting, add an emoji, record an audio note, or format the text.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/27a182c4-b857-4b26-baf4-a8a816e77ca6.png)

**Step 5:** Select the **Ask AI** control in the Thread composer to use Orbit.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/fd2923d3-a1ad-4ab1-a4cd-03abff4d6802.png)

**Step 6:** When you schedule a meeting from a Unit, add the participants and review the available time slots.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/09331087-4fd8-4801-b419-c5a8a55211fd.png)

**Step 7:** Choose the meeting date, start time, end time, and duration.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/c73bc0cb-8253-444d-9290-ece82f209d35.png)

**Step 8:** Turn on **Orbit Recording** if you want Orbit to record the meeting. Follow your organization's recording and consent requirements. Then select **Schedule**.

![](https://usercontent.in.prod.clueso.io/05ee30d0-7783-4043-811b-1e0c2ab4802a/d935e0b9-1a49-4070-b0f8-43433d3069fb/214f0c2f-31a9-4260-83ca-f3e6ea653bc5/images/5187c418-20a1-4c9d-8f08-ae806b0c720c.png)

A Space is a focused intelligence environment. Its Queue contains Work Units and Context Units. Orbit helps you understand the open Unit, and Lenses share synthesized insights with the team.