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When you first sign in, Adam creates a personal team for you. You can use it on your own or join a shared team later.

Learn the navigation

The sidebar contains New Task, Tasks, Files, Integrations, and Scheduled. It also shows recent tasks. Use the team switcher near the bottom of the sidebar when your account belongs to more than one team. Open the account menu at the bottom of the sidebar and select Settings.

Configure settings

Connect your tools

You can use Adam without connecting another product. When you want Adam to work directly with a CAD, PLM, or cloud tool, open Integrations and choose it from the list.

Switch between teams

If you belong to more than one team, use the team switcher at the bottom of the sidebar. Your tasks, files, integrations, and billing change with the selected team.
You are ready to use Adam when you can open New Task and send a message. Connect other tools only when you want Adam to work with them directly.
Last modified on August 20, 2026