Configuration

Overview

After creating your account, you can configure Exponential to match your workflow. This guide covers workspace setup, navigation preferences, and plugin configuration.

Your First Workspace

When you sign up, Exponential creates a personal workspace for you automatically. You can use this workspace for individual productivity, or create additional workspaces for teams and organizations.

Workspace Types

Creating a New Workspace

1. Click the workspace switcher in the sidebar (shows your current workspace name)
2. Click New Workspace
3. Enter a workspace name and optional description
4. Choose the workspace type
5. Click Create

Your new workspace will have its own projects, goals, actions, and settings separate from other workspaces.

Navigation Preferences

Customize your sidebar to show only the features you use.

Accessing Navigation Settings

1. Click Settings in the sidebar
2. You'll see sections for different feature groups

Customizing the Sidebar

Each section can be expanded to show individual items:

To hide a section:

• Toggle the section switch off to hide the entire group

To hide individual items:

• Expand a section and toggle off specific items

To restore defaults:

• Click Reset to Defaults to show all navigation items

Plugin Configuration

Plugins add optional features to your workspace. Each workspace can have different plugins enabled.

Managing Plugins

1. Go to Workspace Settings (click the gear icon or navigate to Settings)
2. Click Plugins
3. Toggle plugins on or off

Available Plugins

Changes take effect immediately. When you enable a plugin, new menu items appear in your sidebar.

For detailed plugin documentation:

• OKRs Guide
• CRM Guide

Account Settings

Authentication

Exponential supports multiple sign-in methods:

• Google - Sign in with your Google account
• Discord - Sign in with Discord
• Notion - Connect with your Notion workspace

You can link multiple authentication providers to your account for flexibility.

Profile Information

Your profile includes:

• Display name (shown to team members)
• Profile photo
• Email address (used for notifications)

Integration Setup

Connect external services to enhance your workflow.

Quick Integration Links

• Slack Integration - Get notifications and interact via Slack
• Fireflies - Capture action items from meetings
• WhatsApp - Interact via WhatsApp messages

API Access

For advanced integrations and webhooks:

1. Navigate to Tokens in the sidebar
2. Create API tokens for external services
3. See API Access Guide for details

Best Practices

For New Users

1. Start with your personal workspace - Get familiar with features before creating team workspaces
2. Create one project first - Add your most important current project
3. Add daily actions - Try the Today view to manage daily tasks
4. Explore gradually - Enable features as you need them

For Teams

1. Create a team workspace - Keep team projects separate from personal work
2. Invite members with appropriate roles - Owners and Admins can manage settings
3. Configure Slack integration - Keep the team informed with automated updates
4. Set up Fireflies - Automatically capture meeting action items

Common Questions

Can I have multiple workspaces?

Yes. You can create as many workspaces as you need. Each workspace is completely separate with its own data, settings, and team members.

Will hiding navigation items delete my data?

No. Hiding navigation items only affects what you see in the sidebar. Your data remains intact and you can show the items again anytime.

Can different team members have different navigation settings?

Yes. Navigation preferences are personal. Each user can customize their own sidebar without affecting other team members.

Next Steps

• Create your first project
• Set up integrations
• Learn about workspaces