Welcome to mpath! This guide will help you get started with the basics. You’ll learn how to set up your organization, add your team, and start managing work effectively.
1
Sign up or sign in
If you’re new to mpath, click Sign Up and create your account using email or a social provider.If you already have an account, click Sign In to access your organization.
2
Create or join an organization
After signing up, you’ll be taken to your dashboard. If you don’t have an organization yet, you’ll be automatically redirected to set one up.Creating a new organization:
- Enter your organization name (e.g., “Acme Corp”)
- Choose a unique slug (e.g., “acme-corp”) - this will be part of your organization URL
- Click Create Organization
- If you have pending invitations, they’ll appear on this page - click to accept
- Or ask an organization admin to invite you using your email address
3
Add people to your organization
- Navigate to People from the main navigation
- Click Add Person or Invite Person
- Enter their name and email address
- Optionally assign them to a team and set their manager
Quick tip: Build your team structure
Quick tip: Build your team structure
Set up your organizational hierarchy by:
- Creating teams under Teams
- Assigning people to teams
- Setting manager-report relationships
4
Create your first initiative
Initiatives help you track multi-week projects and strategic work:
- Go to Initiatives from the navigation
- Click New Initiative
- Give it a name and description
- Add objectives and key results to track progress
- Set a status (Planned, In Progress, On Hold, Complete)
Initiatives are your top-level work containers. You’ll link tasks, meetings, and documents to them for a single source of truth.
5
Create and assign tasks
Break down your initiative into actionable tasks:
- From an initiative page, click Add Task
- Or go to Tasks to create standalone tasks
- Fill in the task details:
- Title and description
- Assign to a person
- Set priority and due date
- Link to an initiative (optional)
- Save the task
6
Schedule your first 1:1
One-on-ones are private meetings between managers and their reports:
- Go to One-on-Ones from the navigation
- Click New One-on-One
- Select the manager and report
- Set the frequency (weekly, bi-weekly, monthly)
- Add an initial agenda or notes
Only the manager and report can see the details of their 1:1 meetings. This ensures privacy for sensitive conversations.
Essential Navigation Tips
Command Palette (⌘/Ctrl + K)
Command Palette (⌘/Ctrl + K)
Press ⌘/Ctrl + K (or ⌘/Ctrl + P on Windows) to open the command palette. This lets you:
- Jump to any page quickly
- Create new items (tasks, initiatives, people)
- Search across the application
Help icons
Help icons
Look for the small help icon (?) on pages. Click it to see contextual help and learn more about that feature.
Dashboard overview
Dashboard overview
Your Dashboard shows:
- Tasks assigned to you
- Upcoming 1:1s
- Active feedback campaigns
- Your direct reports
- Recent activity
Common First Steps
Once you’re set up, here are typical next actions:- Build your team structure - Add all team members and set up reporting relationships
- Create initiatives - Define your current strategic projects
- Break down work - Create tasks and link them to initiatives
- Schedule recurring 1:1s - Set up regular check-ins with your team
- Run a feedback campaign - Collect structured feedback for performance reviews or growth cycles
- Connect integrations - Link GitHub or Jira accounts to surface work activity
Learn More
- Getting Started Guide - Deep dive into core concepts and how everything connects
- Keyboard Shortcuts - Speed up your workflow
- Contextual Help - Click the help icon (?) on any page for feature-specific guidance
Need Help?
If you run into issues or have questions:- Check the help icon on the page you’re using
- Review the Getting Started Guide for detailed explanations
- Contact your organization administrator

