Harbor

Workspace setup

AM
Complete57%4/7 steps

Getting started · Harbor

Finish setting up Cedar Labs

3 steps left — about 7 minutes. Tackle them in any order; the team can start using Harbor today.

7 min remaining5 video tips4 teammates invited
Workspace
2/2
Data
2/3
Launch
0/2

Up next

Import and map your fields

4 min · Bring your data

Setup checklist

4/7

Tick each step as you go. Expand one for the short version and its video tip.

Workspace basics

Identity and access2/2

  • Complete your workspace profile

    Name, timezone and the small details that make the workspace feel like yours.

    2 min1:04 tipComplete

  • Invite your teammates

    Bring in the people who will live in Harbor every day. Roles can change later.

    1 min0:47 tipComplete

Bring your data

Sources, imports and views2/3

  • Connect your first data source

    Pull live records from the tools your team already uses.

    3 min0:58 tipComplete

  • Import and map your fields

    Up next

    Turn raw columns into properties your team can filter, sort and report on.

    4 min1:32 tip

    What this covers

    • Upload a sample file or pull from a source
    • Match columns to Harbor properties
    • Review the two rows we skipped

    Video tip

    Map imported fields in 90 seconds

    1:32 · Maya Chen

  • Create your first saved view

    Save the slice of data you check every morning, with the columns that matter.

    2 min1:04 tipComplete

Launch with confidence

Alerts and sharing0/2

  • Set up smart alerts

    Optional

    Get told when a number moves, not every time a record changes.

    2 min1:46 tip

  • Publish your starter dashboard

    Ship a home screen with the numbers leadership asks for first.

    1 min1:04 tip

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