# Getting started

## Step 1: set up your workspace

**Who**: Admin

* [ ] Click on the sign-up link and follow the onboarding steps
* [ ] Invite users and assign roles (Admin, Maker, Member, Guest) in **Settings > User Management**
* [ ] Create your first teams in **Settings > Team Management**
* [ ] Connect your tools (optional but recommended)  in **Settings > Integrations**

*For more details, see the* [*Workspace settings*](/workspace-settings/team-and-capacity-management.md) *section*

## Step 2: create your first roadmap

**Who**: Makers or Admins

### Option A: use AI planning

* [ ] **Click "Use AI"** (top left) → "**Turn ideas into plans**"
* [ ] **Describe your goals or initiatives in natural language**
  * Strategic objectives for the quarter
  * Product initiatives you're planning
* [ ] **Review and edit AI suggestions** for OKRs and launches
* [ ] **Import to Luna**
  * Select OKRs to create in Goals
  * Select launches to create and
  * Optionally push issues directly to Jira with linking

*For more details, see the* [*Tell Us Your Plan*](/ai/tell-us-your-plan.md) *section, and check out our blogpost “*[*Idea to Jira in Minutes: 10x AI Product Planning with TUYP*](https://withluna.ai/blog/ai-product-planning-for-jira)*”*

### Option B: add manually

* [ ] **Create Goals**
  * Go to Goals section
  * Create 1-3 Objectives with measurable Key Results
  * Set target dates and assign owners/contributors

*For more details, see the* [*Goals*](/goals/about-goals.md) *section*

* [ ] **Create your first launch**
  * Click "**+**" (top left) → **Create launch**
  * Add launch details: name, description, target date
  * Add participants (individuals or teams)

*For more details, see the* [*Launches*](/launches/about-launches.md) *section*

### Option C: import launches from existing tools

* [ ] **Import from Jira**
  * Click "+" (top left) → Select your tool
  * Choose the project to import issues from
  * Import multiple epics or other issue types as Luna launches
  * Optionally combine with Luna templates

*For more details, see the* [*Create launches*](/launches/create-launches.md) *section*

## Step 3: explore key features

### Generate your first AI status update

* [ ] **From your launch page**: click "Status Update" (top right) 
* [ ] **Review AI analysis** in the Insights Hub
* [ ] **Edit and publish** to share with stakeholders

*For more details, see the* [*AI launch status updates*](/ai/luna-launch-status-updates.md) *section*

### Visit Roadmaps page

* [ ] See your launches in table, timeline, and kanban views
* [ ] Try filtering and custom views

*For more details, see the* [*Roadmap*](/roadmaps/about-roadmaps.md) *section*

### Check the Milestone Center

* [ ] View all milestones across launches
* [ ] Create team-specific milestone views

*For more details, see the* [*Milestone center*](/milestone-center/about.md) *section*

### AI Insights Hub

* Access all AI-generated analyses
* Try additional AI features like Jira issues / sprint summaries or external notes ingestion

*For more details, see the* [*Insights Hub*](/ai/about-the-insights-hub.md) *section*

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