<h2>1. Create a Workspace</h2>Your workspace is the foundation of your CodeRide experience. It's where all your projects, tasks, and AI configurations live.<ol class="steps-list"><li>Sign up or log in to your CodeRide account</li><li>Click the "Create Workspace" button in your dashboard</li><li>Enter a workspace name (e.g., "My Development Team" or "Personal Projects")</li><li>Click "Create" to set up your workspace</li></ol><h2>2. Create a Project</h2>Each CodeRide project represents a cohesive development space where you can import materials and get started with your coding adventures <ol class="steps-list"><li>Navigate to your workspace dashboard via your sidebar</li><li>Click on the "+" icon or on the "Create project button" you will see straight after the creation of your workspace</li><li>Fill in the project details</li><li>Click "Create Project"</li></ol><h2>3. Import and Create Tasks</h2>CodeRide offers three ways to add tasks to your project. Choose the method that fits your workflow:<h3 class="text-lg font-bold text-text-100 mt-1 -mb-1.5">a. Import Documentation</h3>Upload a Markdown file with your project specifications and let CodeRide auto-generate structured tasks.<ol class="steps-list"><li>Click "Create task" → "Import Documentation"</li><li>Upload your .md file (or download our template first)</li><li>Review the automatically generated tasks</li></ol><h3 class="text-lg font-bold text-text-100 mt-1 -mb-1.5">b. Import from CSV</h3>Bulk import tasks from a spreadsheet - perfect for migrating from other tools.<ol class="steps-list"><li>Click "Create task" → "Import from .csv"</li><li>Upload your CSV file (or download our template)</li><li>Review imported tasks in your kanban</li></ol><h3 class="text-lg font-bold text-text-100 mt-1 -mb-1.5">c. Create Manually</h3>Add individual tasks with full control over details and properties.<ol class="steps-list"><li>Click "Create task" → "Create task manually"</li><li>Fill in task details and dependencies</li><li>Save to your project board</li></ol><h3 class="text-lg font-bold text-text-100 mt-1 -mb-1.5"></h3>Need more details? See our complete <a href="https://productlane.com/edit-docs/203e364b-c786-4804-9422-25b36da4d063" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">Import and Create Tasks Guide</a> for extra details.<h2 class="text-xl font-bold text-text-100 mt-1 -mb-0.5"></h2><h2 class="text-xl font-bold text-text-100 mt-1 -mb-0.5">4. Optimize Tasks</h2>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<ol class="steps-list"><li>After importing tasks, you'll see an "Optimize Tasks" button</li><li>Click it to optimize all imported tasks at once</li></ol>Option 2: From your dashboard<ol class="steps-list"><li>Navigate to your project dashboard</li><li>Click the "Optimize Tasks" button</li><li>Select which tasks to optimize (or choose "Select All")</li></ol><blockquote>When optimizing tasks, CodeRide:<ul class="accent-bullets"><li>Analyzes each task and adds relevant project context</li><li>Structures instructions for maximum AI comprehension</li><li>Ensures consistency across related tasks</li><li>Optimizes token usage to fit within AI limits</li><li>Adds acceptance criteria and success metrics</li></ul>That's it! CodeRide handles all the complexity behind the scenes. Your tasks are now ready for AI collaboration.</blockquote><blockquote>Note: Once optimized, tasks will show an "AI-optimized" badge in your dashboard.</blockquote><h2 class="text-xl font-bold text-text-100 mt-1 -mb-0.5">5. Create API Key for a Workspace</h2>Connect your AI coding agent to CodeRide by generating an API key. This takes just a minute and enables seamless integration. <ol class="steps-list"><li>Click "API Keys" in your workspace sidebar</li><li>Click "CREATE FIRST API KEY" button</li><li>Fill in the details:<ul class="accent-bullets"><li>API Key Name</li><li>Selected workspace</li></ul></li><li>Click "CREATE"</li><li>Copy your API key from the API Keys overview</li></ol><h3 class="text-lg font-bold text-text-100 mt-1 -mb-1.5"></h3><blockquote>🔐 Security tip: Treat your API key like a password. Never share it publicly or commit it to version control.</blockquote><h2>6. Launch the Project</h2>Ready to activate your AI agent? Launching your project is simple - just one click and a quick setup check.<ol class="steps-list"><li>Click the "START PROJECT" button in the top right of your project dashboard</li><li>Review the launch checklist:<ul class="accent-bullets"><li>✅ AI-optimized tasks are ready (shown with blue badges)</li><li>✅ API key is created (<a href="#" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">see how</a>)</li><li>✅ CodeRide MCP is installed (<a href="#" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">installation guide</a>)</li></ul></li><li>Click "START PROJECT" to confirm </li></ol>What happens next? Once your project is launched:<ul class="accent-bullets"><li>Your AI agent can access all optimized tasks</li><li>Tasks remain in your kanban for tracking</li><li>You can monitor progress as your agent works</li></ul><h3 class="text-lg font-bold text-text-100 mt-1 -mb-1.5"></h3><blockquote>Getting your AI agent started: After launching, use these commands with your AI agent:<code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">get_project - Retrieves project details by slug, name, or description.</code><code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">get_task - Retrieves tasks either by project slug or task number.</code><code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">update_task - Updates an existing task's description and/or status.</code><code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">update_project - Updates a project's knowledge graph and structure diagram.</code></blockquote>

Get Started

Get started with CodeRide in just a few minutes. This guide will walk you through setting up your first project from start to finish.

Quickstart