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 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 section, and check out our blogpost “Idea to Jira in Minutes: 10x AI Product Planning with TUYP”

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 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 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 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 section

Visit Roadmaps page

• See your launches in table, timeline, and kanban views

• Try filtering and custom views

For more details, see the Roadmap section

Check the Milestone Center

• View all milestones across launches

• Create team-specific milestone views

For more details, see the Milestone center 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 section