Quick Start Guide

Get up and running in five steps. From zero to one.

1. 1

   Create a Project

   Go to My Projects (right menu) and click "+ New Project". Give it a name and description. This is the container for all your work.

2. 2

   Define Your Goals

   Go to Goals (left menu or center nav) and create one or more Goals. These are the big objectives your project works toward.

3. 3

   Break Down the Work

   Create Milestones under each Goal, then create Work Packages under each Milestone. Add Tasks to Work Packages for individual to-do items. Use the hierarchy: Goal → Milestone → Work Package → Task.

4. 4

   Plan Your Sprints

   Go to Sprint Management (right menu, admin only) to create Sprints. Then go to Sprint Planning (left menu) to drag Work Packages from the Backlog into your first Sprint. Set the Sprint status to "active" to start.

5. 5

   Start Working

   Use Current Sprint to see your sprint board and My Tasks to track your personal to-do list. Update Work Package statuses as you work. Check the Status Dashboard to see overall progress.