KartOS Learning Center

Learn the platform in one pass.

KartOS is designed to be onboarded fast: create your workspace, add your brand, set up the team, and generate documents only after the required inputs are complete.

01

Sign up or log in

Create your workspace, invite your team, and pick the role setup that matches your operating model.

02

Upload your logo and brand assets

Add your logo, stationery, and other brand files so every workspace and document looks consistent.

03

Create projects, tasks, and documents

Start with deliverables first, then generate proposals, scopes, JDs, and other output from validated inputs.

04

Keep communication under control

Use channels for team collaboration and direct messages only for admin-to-member support threads.

Document generation rules

Proposal-style documents need project deliverables first. HR templates such as job descriptions and offer letters require their role details to be filled in before KartOS will generate them.

Add deliverables before proposals, scopes, kickoffs, and PRDs.
Fill candidate and role fields before offer letters or JDs.

Next action

Once you're inside, start with the dashboard, then move to clients, projects, chat, and documents.

Create your workspace