0:00 · Sign In & Get Your Bearings
Goal: a project of your own, and enough of a map that nothing in the UI is a mystery. Ten minutes.
Step 1 — Sign in and land
Signing in drops you on the Projects page — your home base for as long as you use Loft. If your org already has projects, you'll see them as cards; a view toggle in the toolbar switches to a table.
Step 2 — Make a project
- Click New Project.
- Enter a name and initials — both required. Initials are the short code you'll see everywhere, so keep them short and distinct (e.g.
DEMO). - Pick a project type. This is the one choice worth thinking about: it seeds your starting libraries, so you don't begin from an empty structure.
- Optionally set an accent color, a description, and start/due dates.
- Click Save. Loft opens the new project's Project Detail page and the sidebar switches to that project.
Step 3 — The 60-second tour
Before you touch anything else, learn the two pieces of furniture you'll use all hour.
The sidebar (left) is grouped:
- OVERVIEW — Projects, My Tasks, My Queue, Search, Explore, Composer, Flows
- LIBRARIES — this project's asset categories; where your work lives (Local mode adds a "Files" entry that browses your folder directly)
- MANAGE — Tasks, Types, Libraries, Primers, Queue, Costing
- ADMIN — Models, Users, Groups, Settings
The header (top) carries the things you reach for constantly:
- Quick Search — Cmd + K / Ctrl + K jumps anywhere without navigating
- Assistant — the conversational agent, opens as a side panel you can work alongside
- The credits chip — your balance; click it for the wallet
- The bell — while anything of yours is generating the badge turns amber and counts those jobs, and the panel lists them at the top; click one to jump to the folder its output will land in. Below that are your recent notifications — opening the panel clears the unread count
- The user menu (where dark/light mode lives)
Step 4 — Give the project a face
On Project Detail, hover the large preview area and drop in an image (PNG/JPG/WebP). Small thing, but it's the fastest way to make the Projects page readable once you have more than three projects.
While you're here, note two hover-revealed buttons in the header — the pencil (edit name, dates, visibility) and the book (Project Playbook). You'll use the book in lesson 4.
Checkpoint
- You're on a Project Detail page with your project's name at the top.
- The sidebar has a LIBRARIES group with at least one library in it.
- You can press Cmd/Ctrl+K and get a search palette, then dismiss it.
If LIBRARIES is empty, your project type didn't seed any — that's fine, you'll create one in the next lesson.