Quick Start Guide

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

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

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

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

Plan Your Sprints

Go to Backlog Planning (left menu) to create Sprints — one at a time, or several at once with the Sprint Generator — and drag Work-items into your first Sprint. A Sprint is current while its dates cover today.
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.