Getting started
From registration to a working team workspace on the hosted plan.
1. Register
Sign up at opentechnologyapp.com with no credit card. Every new account starts on the Free plan (1 project, 1 user) and can upgrade or downgrade at any time from inside the app.
2. Pick a template
Start a project from a template instead of an empty screen: Project Management, IT Device Audit, Job Hunter — Search & Auto-Apply Pipeline, Extend Platform — Stream + Content Ops, Access Automation — Google Lifecycle — or Blank if none of those fit. Each template ships with queues, dashboards, and example items already configured; rename or rewire anything after creation.
3. Create your first queue and item
A project holds one or more queues. Each queue holds items with a status, priority, type, and assignee. Switch between List/Table, Groups, Kanban, and Feed views from the queue header.
4. Turn on the client portal (optional)
Enable the portal for a queue if outside clients need to submit or track work. Submission never requires a login; an optional portal account lets a client see the status of what they've already sent in.
5. Add a dashboard
Dashboards are widget grids — 30+ widget types including Gantt, burndown, pivot table, and heatmap. Share a dashboard read-only with a public link, or subscribe to a daily/weekly email digest.
6. Invite your team
Invite users as Admin, Member, or Viewer. Admin manages settings and billing; Member's create/edit/delete/export permissions are configurable by an Admin; Viewer is read-only. See the full breakdown on the Features page.
7. Connect an AI provider (optional)
Customer-provided Anthropic, OpenAI, or Hugging Face connections, configurable per organization. The App does not bill for AI usage — you connect and pay your own provider account.
8. Know your plan's gates
Free is a real sandbox, not a trial — it doesn't expire, but it caps you at 1 project and 1 user. API keys and inbound webhooks are Starter-and-up features. If a control is greyed out, it's almost always a plan gate — check the Pricing page before assuming it's broken.