Quick Start Guide

Step 1: Create Your First Project

Navigate to Projects > Create New. Enter a project name, set the start date, and optionally select a template.

Step 2: Add Tasks

Open your project and go to the Tasks tab. Click Add Task to create your first task. Assign it to a team member and set a due date.

Step 3: Track Progress

As tasks are completed, the project health score updates automatically. View the Dashboard for a summary of all your projects.

Step 4: Review Your Feed

The Execution Intelligence Feed surfaces signals that need your attention. Check it daily for the most important updates.

Step 5: Invite Your Team

Go to Admin > Users and click Invite User. Assign appropriate roles to control access.