Get started with HeyStax

Five minutes. One project. You’ll end this feeling the thing HeyStax is built to produce.

Step 1 — Create your account

That’s your home base. Everything lives here — your projects, your next actions, your team. The Chrome extension, the CLI, and your AI all connect back to this.

Step 2 — Create your first Stax

Click New Stax.

Name it after something real you’re working on right now. Not “test.” A real project — something that’s been sitting in the back of your head.

Examples:

API Migration
Job Search
Kitchen Renovation
Client Proposal — Acme

Hit Create.

Step 3 — Write your first three next actions

You’ll see a Next Actions field inside your new Stax.

Add three actions. These are the concrete things you’d do if you sat down to work on this project right now. Not goals. Not categories. Steps.

Not this:

Work on the kitchen
Deal with the proposal
Sort out the migration

This:

Measure the gap between the fridge and the counter
Email Marcus the draft proposal — subject line only, no attachment yet
Run the migration script on staging and check the logs

Three is enough. Write them now.

Step 4 — Complete one

Do one of those actions. Right now if you can, or in the next 24 hours.

When it’s done, come back to the dashboard and click the tick next to it.

That completed action becomes a breadcrumb — a timestamped record of what happened on this project. Your timesheet is already building itself.

Step 5 — Close the tab. Come back tomorrow.

Seriously. Close it.

Tomorrow, open dash.heystax.ai. Find your Stax. Your next action is right there. You know exactly what to do.

That’s a Flowful Re-entry. No reconstruction. No “where was I?” Just the next thing.

Now go one level deeper — bring someone else in

Create a second Stax. This time, use something you share with another person.

A home project works well. Kitchen renovation. House move. Holiday planning. Something where right now you’re coordinating through WhatsApp messages that disappear, or a shared note that nobody updates.

Add your tabs

Inside the Stax, click Add tabs.

This opens your browser. Navigate to the pages you use for this project — the estate agent site, the planning doc, the budget spreadsheet, whatever it is. Add them.

Now those pages are saved to the Stax. Anyone who opens it can open them all in one click.

Add your partner (or teammate)

Inside the Stax, click Add collaborator. Enter their email.

They’ll get an invite. When they accept, they’re in the same Stax. Same tabs. Same next actions.

Ask them to add three next actions of their own

When they’re in, they add their actions. They can see yours. You can see theirs.

No more “can you check if we need to book the surveyor” over WhatsApp. It’s already in the Stax. With a name on it.

What you’ve just built

A shared workspace where:

Both of you know what’s happening
The next action for every open question has a name on it
The relevant pages are one click away
Nothing lives in someone’s head or disappears into a chat thread

That’s HeyStax working at its simplest. Same model for a two-person home project as for a ten-person engineering team.

Where to go next

If you want to…	Go here
Add project tabs from Chrome	TabStax extension
Capture actions from your terminal	Hey CLI
Manage projects through Claude	Connect to Claude.ai
Understand the full model	What is a Stax?
See how others use HeyStax	Use Cases