Start Guide
Supervisible works best when people, client work, availability, and time off are configured before you make staffing decisions.
Setup Order
Set the workspace name, logo, timezone, week start day, and domains in Organization settings.
Invite or import people, assign roles, set managers, and add weekly availability in Members.
Create the skill taxonomy you use for staffing: design, strategy, engineering, PM, production, or other disciplines.
Add current and upcoming clients, then set account managers, priority, categories, and country.
Create active, planned, and draft projects with dates, PM, team, and required capabilities.
Review team workload, fix overloads, and use project-hour requests when someone needs an allocation change.
Configure time-off types, public holidays, and OOO Slack behavior before approving requests.
Connect Slack, Google Calendar, API keys, and MCP once the core data is reliable.
First In-App Setup
New workspaces start with a short setup flow: confirm the workspace name, create the first project with a client and dates, and add the people who should appear in the first plan. The people step captures names only, so you can model workload before sending invitations.
For an Existing Agency
If you are migrating from spreadsheets or another planning tool:
- Import members first so every project assignment has a person to attach to.
- Add clients before projects so portfolio views and Slack unfurls have context.
- Create draft projects for tentative work instead of hiding it outside Supervisible.
- Add only the capabilities you actually staff against. Avoid a taxonomy so detailed that every project requires manual cleanup.
- Validate workload for the next 4 to 8 weeks before importing long-range plans.
For a Small Team
You can start with fewer settings:
- Use one default availability value, then add individual overrides only where needed.
- Add broad capabilities such as Design, Development, Strategy, and PM.
- Use Command Center for active and planned projects, then add more detailed roles and integrations later.
What Good Setup Enables
After setup, Supervisible can answer operational questions quickly:
- Who has capacity next week?
- Which projects are understaffed?
- Which clients have too much work concentrated on one person?
- Which requests or time off will change the plan?