Project
Onboarding

Kickstarting Your Journey with Taskly: A Comprehensive Guide

Embarking on a new project is an exciting journey, and Taskly is here to streamline your venture from the get-go. This guide is crafted to navigate you through the setup process on Taskly, ensuring a smooth takeoff for your projects.

Getting Started: Sign In or Sign Up

Your adventure begins at the Taskly portal. If you're new, welcome aboard! You'll need to create an account to unlock Taskly's full potential. Seasoned users, you know the drill. Find the sign-up/sign-in option prominently located at the top right corner of the homepage.

Initiating Your Project

Upon entering Taskly's dynamic workspace, you'll be greeted with the option to bring your project to life. Locate and click the "Create Project" button within the navigation menu to dive into the project onboarding journey.

Step 1: Lay the Foundation

The inception of your project starts here. Give your project a name that encapsulates its essence. Adding a description is not mandatory, but highly recommended. This information aids our AI in tailoring task suggestions and enhancing project-related features, setting the stage for a more intuitive experience.

Step 2: Define Your Tempo

Next, it's time to set the pace. This step revolves around customizing the sprint parameters to align with your project goals. Select a sprint duration and the kick-off date for your initial sprint. Opt for the default settings for a balanced start, or customize these parameters to match your project's rhythm.

Step 3: We're on It!

This phase is where the Taskly team springs into action, meticulously preparing the groundwork for your project. There's nothing required from you here; consider this step as us laying down the red carpet for your project's grand entrance.

Step 4: Rally Your Team

Assembling your dream team is crucial for success. Although optional, this step allows you to invite collaborators to your project. Utilize the invite link or directly send invites via email. Remember, the option to add more members remains open through the settings menu, ensuring your team can grow with your project.

Your Project, Ready to Soar

With the setup complete, you're propelled into the heart of Taskly, where your newly minted project awaits your command. Here's where the magic happens – your dashboard becomes the command center for task management and project oversight.

Congratulations on embarking on your journey with Taskly! You're now equipped to navigate the complexities of project management with ease and precision. Welcome to a world where productivity meets innovation.