Getting Started

Make one part of your workday easier.

Start with the work in front of you.

Choose a project you need to finish or priorities you want to organize. Give the work a clear home, decide what happens next, and start making progress.

You can bring more of your business into the workspace when you’re ready.

Get Started Free See the First Steps

Free forever plan · No credit card required

Three First Steps

Get one real piece of work moving.

You don’t need to set everything up at once. These three steps take you from a new account to work that is organized and moving forward.

Step one

Create your workspace

Create an account and complete the essential setup.

  1. Select Get Started Free. It’s one form: enter your First Name, Last Name, Email Address, and a password, then select Complete sign up.
  2. You land in your new workspace. In the Set up your box checklist, start with Complete your business profile: select Edit profile and tell BIB about your company, so BizAI and your documents are tailored to it.
  3. The rest can wait. Every checklist step is optional, and Skip for now hides the list until you want it.

You gainA place to organize your work.

The Business in a Box workspace home with the Open the box and Set up your box checklists side by side, Create and Invite in the top bar, and the Company pulse counters underneath

Where a new account lands: two short checklists, and a Skip for now on each when you would rather get straight to work.

Step two

Choose one real priority

Create a project, add a few tasks, and set deadlines.

  1. Open Work, go to Projects, and select New Project.
  2. Give it a Project Name for work you already need to finish, then select Create Project.
  3. Inside the project, select Add Task for each piece of the work, and give each task a Due Date.

Pick work that already matters, not a test project. Three to five tasks is plenty to start.

You gainA clear view of what needs to happen.

One project open in Work: five tasks listed with assignee, due date and priority, the first one In-Progress and the rest Not Started

Five tasks, each with an owner and a due date. That is enough to see what needs to happen next.

Step three

Take the next step

Start a task, update progress, or ask BizAI for help within your plan’s limits.

  1. Open a task and set its Status to In-Progress.
  2. Keep the status current as the work moves. When it’s finished, set it to Completed or tick the task’s checkbox.
  3. Need a first draft, a plan, or a second opinion? Open BizAI and start a New Chat.

BizAI runs on AI credits. The Free plan includes 3,000 credits to start, valid for 12 months; paid plans include 10,000 credits per user each month.

You gainProgress on something that already matters.

BizAI in Business in a Box: prompt templates grouped under For your role — CEO, with the AI usage meter at the bottom of the sidebar

BizAI works in the same workspace as your projects. The AI usage meter at the bottom of the sidebar shows how much of your allowance is left.

The first success is a real piece of work, organized and moving forward.
Everything else can come later.

When You’re Ready

Ready to bring more together?

Once your first piece of work is moving, add more at your own pace. None of this is needed to get value from your first project.

Work with your team

Invite colleagues and assign responsibilities.

Select Invite in the top bar, add their email addresses, and select Send Invite. Then give each task an Assignee.

Plan:Team or BusinessFree and Solo are for one person.

Organize your information

Add relevant files, notes, and documents.

Put files in Drive with Upload, keep meeting notes in Notes, and write in Docs with New Document.

Plan:All plansFree includes 100 MB of storage and 10 notes. Paid plans include 20 GB of storage per user.

Build repeatable habits

Review priorities and keep progress updated.

Review My Tasks at a set time each week. For work that comes back, open the task and set Repeats.

Plan:All plans

Expand at your pace

Move another workflow when the first is working well.

Give the next workflow its own project, then repeat the three first steps for it.

Plan:Solo, Team, or BusinessFree has room for one project of your own, next to the starter projects every workspace comes with.

Plans differ in team access and usage limits. Compare plans

The full rollout checklist For teams moving more of the business in. Work through it in order, at your own pace.

1. Your first priority

Start here.

2. Your team

When other people work on it with you. Needs a Team or Business plan.

3. Your information

When the work depends on files, notes, and documents.

4. Your routines

Once the first project is moving.

5. Your next workflow

When the first one is working well.

Later: your other subscriptions

Only after your workflows and information are working in Business in a Box.

Need a hand along the way?

Help Center

Answers to common questions about features, plans, billing, and setup.

Contact Support

Reach our team directly for help with your account or your setup.

Get Started

Pick one priority.
Give it a home and get it moving.

Start with the work in front of you. Bring in your team, your information, and your next workflow when the first one is working.

Get Started Free Compare Plans

Free forever plan · No credit card required

Get Started Free