Quickstart

1. Create a Workspace

Your workspace is the foundation of your CodeRide experience. It's where all your projects, tasks, and AI configurations live.

1. Sign up or log in to your CodeRide account

2. Click the "Create Workspace" button in your dashboard

3. Enter a workspace name (e.g., "My Development Team" or "Personal Projects")

4. Click "Create" to set up your workspace

2. Create a Project

Each CodeRide project represents a cohesive development space where you can import materials and get started with your coding adventures

1. Navigate to your workspace dashboard via your sidebar

2. Click on the "+" icon or on the "Create project button" you will see straight after the creation of your workspace

3. Fill in the project details

4. Click "Create Project"

3. Import and Create Tasks

CodeRide offers three ways to add tasks to your project. Choose the method that fits your workflow:

a. Import Documentation

Upload a Markdown file with your project specifications and let CodeRide auto-generate structured tasks.

1. Click "Create task" → "Import Documentation"

2. Upload your .md file (or download our template first)

3. Review the automatically generated tasks

b. Import from CSV

Bulk import tasks from a spreadsheet - perfect for migrating from other tools.

1. Click "Create task" → "Import from .csv"

2. Upload your CSV file (or download our template)

3. Review imported tasks in your kanban

c. Create Manually

Add individual tasks with full control over details and properties.

1. Click "Create task" → "Create task manually"

2. Fill in task details and dependencies

3. Save to your project board

Need more details? See our complete Import and Create Tasks Guide for extra details.

4. Optimize Tasks

Task optimization is where CodeRide transforms your standard tasks into AI-ready formats. This process is completely automated and ensures each task has the perfect context and instructions for your AI agent.

Option 1: Right after import

1. After importing tasks, you'll see an "Optimize Tasks" button

2. Click it to optimize all imported tasks at once

Option 2: From your dashboard

1. Navigate to your project dashboard

2. Click the "Optimize Tasks" button

3. Select which tasks to optimize (or choose "Select All")

When optimizing tasks, CodeRide:

• Analyzes each task and adds relevant project context

• Structures instructions for maximum AI comprehension

• Ensures consistency across related tasks

• Optimizes token usage to fit within AI limits

• Adds acceptance criteria and success metrics

That's it! CodeRide handles all the complexity behind the scenes. Your tasks are now ready for AI collaboration.

Note: Once optimized, tasks will show an "AI-optimized" badge in your dashboard.

5. Create API Key for a Workspace

Connect your AI coding agent to CodeRide by generating an API key. This takes just a minute and enables seamless integration.

1. Click "API Keys" in your workspace sidebar

2. Click "CREATE FIRST API KEY" button

3. Fill in the details:

   • API Key Name

   • Selected workspace

4. Click "CREATE"

5. Copy your API key from the API Keys overview

🔐 Security tip: Treat your API key like a password. Never share it publicly or commit it to version control.

6. Launch the Project

Ready to activate your AI agent? Launching your project is simple - just one click and a quick setup check.

1. Click the "START PROJECT" button in the top right of your project dashboard

2. Review the launch checklist:

   • ✅ AI-optimized tasks are ready (shown with blue badges)

   • ✅ API key is created (see how)

   • ✅ CodeRide MCP is installed (installation guide)

3. Click "START PROJECT" to confirm
   

What happens next? Once your project is launched:

• Your AI agent can access all optimized tasks

• Tasks remain in your kanban for tracking

• You can monitor progress as your agent works

Getting your AI agent started:
After launching, use these commands with your AI agent:

get_project - Retrieves project details by slug, name, or description.

get_task - Retrieves tasks either by project slug or task number.

update_task - Updates an existing task's description and/or status.

update_project - Updates a project's knowledge graph and structure diagram.