Getting Started Guide for Starting Your Project Management
You'll need to complete the following five simple steps:
Create your first To Do
Add a description
Get to know custom fields
Move your To Dos
Start your subscription
Step 1: Create your first To Do
You have some options to choose from when it comes to creating a To Do. In your first board:
You can click on the New To Do button in the column you wish to create your To Do.
You can also create the To Do by clicking on the plus sign at the top right corner of each column.
Or, you can create it by choosing the Create To Do option in the top right corner of your board.
Choose whichever method you prefer!
Step 2: Add a description
When you created your first To Do, let’s add some details to it. First of all, give it a good description. Click in the box and enter the explanation of the task you want to complete. When ready, click on Save.
Step 3: Get to know custom fields
When you have your To Do opened, click on Add field. Here, you’ll see all the Custom fields you can give to your To Do.
Tester: You can put a tester to your task, someone who is responsible for examining what you accomplished and checking your work. You can choose from the people who are in your workspace for this.
Deadline: You can also add a deadline to your To Do list. This will be visible from your board as well, not just when you open the To Do. If the deadline is approaching, the date's coloring will change accordingly.
Text fields: Next, you can insert text fields. These are similar to the description, but if you want to separate some info from there, you can just put it in a separate box.
Contacts: You can attach a contact profile from your CRM in the To Do in your task management. This way, if a certain task is connected to a certain person from your CRM, you always know the specific task belongs to or who to inform when it’s completed.
Conversations: Similarly, you can attach a conversation to your To Do as well. If there’s, for example, an issue a customer reported that the back office needs to handle, you can just add the conversation to the To Do where the issue was discussed.
Checklist: You can add checklists to your To Dos, if a specific task can be broken into smaller pieces. This makes it super easy to track where you are in the progress.
Labels: In addition to these, you can add labels to your To Dos for better transparency of your tasks and the categories to which they belong.
Story points: You can also add story points to determine the size of the task and the time it takes to complete it.
Step 4: Move your To Dos
You can track your progress by moving the To Do from one column to the next. You can do this by either dragging and dropping the To Do in the appropriate column, or opening the To Do and selecting the column you wish to move it to on the right.
Step 5: Start your subscription
In your Admin menu point, choose the Subscription option, and find the My Plan section. Click on Upgrade, and once you fill out the billing details, you’ll be ready to start your subscription!
