DoerPath

Tutorial: Your First Complete Workflow

This tutorial walks you through the platform's main features. In about 15-20 minutes, you'll set up a project, manage tasks, and publish a public profile showcasing your work.

What You'll Build

By the end of this tutorial, you'll have:

  • A fully configured project with tasks
  • Notes capturing your ideas
  • A public profile showcasing your work
  • (Optional) A connected GitHub repository

Prerequisites

  • An account on the platform
  • 15-20 minutes of uninterrupted time
  • (Optional) A GitHub account for repository integration

Part 1: Setting Up Your Project

Create a New Project

  1. Navigate to Projects from the sidebar
  2. Click New Project
  3. Fill in the details:
FieldExample Value
NamePortfolio Website
DescriptionPersonal portfolio site to showcase my work and attract clients
  1. Click Create Project

Configure Project Settings

With your project created, let's configure it:

  1. Open the project and click Settings (gear icon)
  2. Add a Tech Stack—select technologies you're using (e.g., Next.js, React, Tailwind)
  3. Write a Result Blurb—a short statement about the project's impact:

    "Modern portfolio site that increased client inquiries by 40%"

  4. Save your changes

Part 2: Organizing with Tasks

Create Your First Tasks

Let's break down your project into manageable pieces:

  1. Go to the Tasks tab in your project
  2. Add these tasks by clicking + Add Task:
  • Design homepage layout
  • Build navigation component
  • Add project showcase section
  • Write about page content
  • Deploy to production

Use the Kanban Board

Tasks appear on a Kanban board with columns for different statuses:

  • To Do — Tasks waiting to be started
  • In Progress — Currently working on
  • Done — Completed tasks

Try it: Drag "Design homepage layout" from To Do to In Progress.

Add Task Details

Click on any task to add more information:

  • Description — Add context or requirements
  • Tags — Categorize tasks (e.g., "design", "development")
  • Due Date — Set deadlines

Part 3: Capturing Ideas with Notes

Create a Note

Notes are perfect for capturing ideas, meeting notes, or documentation:

  1. Navigate to Notes in the sidebar
  2. Click New Note
  3. Write a title: "Project Ideas"
  4. Add some content using Markdown:
## Homepage Concepts

- Hero section with animated gradient
- Project grid with hover effects
- Testimonials carousel

## Color Palette Ideas

Primary: #3B82F6 (blue)
Secondary: #10B981 (green)
  1. Save the note

Link Notes to Projects

Keep notes organized by linking them to relevant projects:

  1. Open your note
  2. Use the project selector to link it to "Portfolio Website"
  3. The note now appears in your project's context

Part 4: Connecting GitHub (Optional)

If you have a GitHub repository for your project, connect it:

Set Up GitHub Integration

  1. Go to Settings > Connections
  2. Connect your GitHub account (if not already connected)
  3. Authorize the required permissions

Link a Repository

  1. Open your project's Repos tab
  2. Click Connect Repository
  3. Select your repository from the list
  4. Click Connect

What You Get

With GitHub connected, your project now shows:

  • Recent commits with messages and authors
  • Pull requests (open and merged)
  • Issues linked to the project
  • Activity timeline of repository events

Part 5: Setting Up Your Public Profile

Now let's showcase your work to the world.

Configure Your Profile

  1. Go to Settings > Profile
  2. Set your Username—this becomes your profile URL (/{username})
  3. Add your information:
FieldPurpose
Display NameYour name as shown publicly
BioA brief introduction (supports Markdown)
Profile ImageUpload a professional photo
  1. Add social links (GitHub, Twitter, LinkedIn, Website)

Enable Profile Visibility

  1. In Profile Settings, toggle Public Profile to ON
  2. Enable sections you want to display:
    • Show Projects — Display your public projects
    • Show Workflows — Display your automation workflows

Make Your Project Public

  1. Open your project's Settings
  2. Toggle Public to ON
  3. Your project now appears on your public profile

Add a Call-to-Action

Help visitors take action:

  1. In Profile Settings, enable Hero CTA
  2. Set the Label (e.g., "Book a Call")
  3. Add the URL (your Calendly link, email, etc.)
  4. Optionally add a Subtitle (e.g., "Free 30-minute consultation")

Part 6: Review Your Work

Let's see everything you've built:

Check Your Dashboard

Your Dashboard now shows:

  • Recent activity from your project
  • Tasks with their current status
  • Quick stats about your work

View Your Public Profile

  1. Click your profile image in the top-right
  2. Select View Public Profile
  3. See how visitors will experience your portfolio

Your profile displays:

  • Your bio and social links
  • The public project you created
  • Your call-to-action button

Congratulations!

You've completed the tutorial. Here's what you accomplished:

  • Created and configured a project
  • Organized work with tasks on a Kanban board
  • Captured ideas with notes
  • (Optional) Connected a GitHub repository
  • Set up a public profile to showcase your work
  • Added a call-to-action for visitor conversion

Next Steps

Now that you understand the basics, explore these advanced topics:

Deepen Your Knowledge

  • Projects — File storage, feedback boards, AI insights
  • Workflows — Upload and showcase automation templates
  • Public Profiles — Services, testimonials, SEO optimization

Explore Persona Guides

Find guidance specific to your role:

Need Help?

  • Check the Core Concepts for detailed explanations
  • Open an issue on GitHub for bugs or feature requests
  • Join community discussions for tips and best practices
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