✨Quickstart

A quickstart guide for getting you started on Projetly

1. Setting up your Account

1.1 Signing Up

Visit the Projetly homepage and sign up using your email. Complete your profile by adding basic information like your name, role, and company details.

1.2 General Settings

Navigate to Settings> General

Configure organizational preferences such as time zone, branding (logo and color themes), and workspace defaults to align with your company's needs.

1.3 Welcome Email Template

Navigate to Settings> Email Template

Customize the welcome email template to provide a personalized onboarding experience for your customers and internal teams.

1.4 Invite your Team

Navigate to Settings> Users & Teams

Invite your team members by entering their email addresses and assigning roles like Administrator, Manager, User, or Observer.

2. Accounts and Projects

2.1 Add Account & Project

Navigate to Projects> Add Project

Add details such as organization name, region, and contact person to create a customer account. Then, link a project to the account, define milestones, set deadlines, and allocate resources.

2.2 Manage Project

Monitor project progress from the Onboarding Plan. Track tasks, update milestones, and ensure smooth execution through real-time collaboration and updates.

3. Customers

3.1 Invite Customers

Navigate to any of the Project> Project Name> Settings> Teams> Invite User

Invite customer contacts to join the platform by providing their details and linking them to specific projects. Customers gain access to dashboards, reports, and tasks.

3.2 Customer Portal

Enable the customer portal so that your clients can view progress, milestones, and reports. The portal fosters transparency and enhances collaboration during the onboarding process.

This guide provides a concise roadmap for starting to use Projetly effectively. For detailed instructions, explore the help documentation.