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Getting Started

Creating your account​

OutDo uses email and password authentication. To get started:

  1. Open the OutDo application on your device (desktop, tablet, or mobile).
  2. On the login screen, enter your email address and password.
  3. Click Sign in.

If you don't have an account yet, you can either register yourself in the OutDo Portal or accept an invitation from an organization administrator. See First use: two paths below for what happens in each case.

After signing in, you'll be redirected to the Organization selector — or, if you are a kiosk user, directly to your pre-configured workspace.

First use: two paths​

What you see right after creating your account depends on how you got in.

You registered yourself​

If you signed up in the OutDo Portal and don't belong to any organization yet, you land on a welcome screen instead of the usual selectors:

  1. Create your organization. Enter a name and confirm — this is the only field required. You can rename it later from settings.
  2. You're taken straight into the app. No new login: the portal hands you off directly to your new organization, already selected.
  3. Your first workspace is prepared automatically. New organizations start on the Free plan, and OutDo creates your workspace for you — a combined Essencial template with Tasks and Projects already set up — while you see a brief "A preparar o teu workspace…" (Preparing your workspace…) screen. There's no template to pick at this stage; if it takes too long, Continuar sem modelo (Continue without a template) drops you into the template gallery to start blank or pick manually.

Once your Free workspace exists, a banner offers Experimentar o plano completo — 14 dias grátis (Try the full plan — 14 days free). This opens the same template gallery and creates a second, trial workspace with the template you pick. The trial expires after 14 days and becomes read-only (no data is deleted); it's a one-time offer per organization, so recreating it doesn't reset the countdown. See Organizations & Workspaces for details on both workspaces and their badges.

If you're using the OutDo client and haven't created an organization yet (for example, you signed in without going through the portal onboarding), you'll see a similar welcome prompt with a single Criar a minha organização (Create my organization) button that opens the portal onboarding in your browser.

You were invited​

If an administrator invited you to an existing organization, there's no onboarding to go through — you already belong to an organization (and possibly a workspace). After signing in, you're taken to the Organization selector, where you pick your organization.

Your first workspace​

After logging in, you'll see two selection screens in sequence:

Selecting an organization​

The Organization page displays all organizations you belong to as cards in a grid. Each card shows the organization name and the number of workspaces it contains. Click on an organization to proceed.

If you belong to a single organization, you may be redirected automatically.

Selecting a workspace​

The Workspace page shows all workspaces within the selected organization. Each workspace card displays its name and an icon. Click on a workspace to enter it.

Workspaces that have no modules configured yet will appear dimmed and cannot be opened.

Once you select a workspace, OutDo navigates to the default module (if one is configured) or the first available module in the workspace.

Quick setup with AI

If you're starting from scratch, use the AI Workspace Generator to describe what you need in plain language. OutDo will create your features, columns, and views automatically based on your description.

Once inside a workspace, the interface is divided into three areas:

Module rail (far left)​

A narrow vertical bar displaying icons for each module in the workspace. Modules are the main sections of your application — think of them as tabs or departments. Hover over an icon to see the module name. Click to switch modules.

Rails sidebar (left panel)​

When you select a module, its rails appear in a sidebar panel. Rails are the navigation entries within a module — each rail links to a specific view of your data. Rails can be organized into categories that appear as collapsible sections.

Click a rail to load its content in the main area.

Main content area (center)​

This is where your data views are displayed. Depending on the rail's configuration, you may see a table, form, kanban board, dashboard, or any other view type. The toolbar at the top provides actions like search, filter, group, export, and add new records.

The full navigation path follows this structure:

Organization → Workspace → Module → Rail → View

You can go back to the workspace selector from the menu in the top bar, or switch organizations from there.

Creating your first feature​

A Feature is OutDo's term for a data structure — similar to a table in a spreadsheet or database. To create one:

  1. Open the Admin panel (available to members with the Admin or Owner role).
  2. Go to the Features section.
  3. Click Add feature.
  4. Enter a display name (e.g., "Products", "Tasks", "Clients"). OutDo generates the internal name automatically.
  5. Click Save.

Your feature is now created but empty. Next, you need to add columns:

  1. Select your new feature from the sidebar.
  2. Click Add component.
  3. Choose a component type from the visual list (e.g., Text Field, Numeric Field, Select, Date).
  4. Enter a label for the column (e.g., "Product Name", "Price", "Status").
  5. Configure component-specific options in the Configuration tab (available after first save).
  6. Set field behavior in the Options tab — mark as required, read-only, or hidden.
  7. Click Save.

Repeat for each field you need. Once your columns are defined, create a View to start entering data — typically a Table view for general data management or a Form view for detailed record entry.

What's next

After creating your first feature with columns and a view, you can start adding records, configuring filters and sorting, setting up workflows, and connecting integrations. The following sections of this guide cover each of these capabilities in detail.