Product Onboarding

The dashboard is the central hub and the first thing you’ll see after logging in. It’s designed to provide a quick overview of your projects, tasks, notifications, and any key updates. Understanding how to navigate the dashboard will significantly improve your ability to manage your work efficiently.

Main Areas of the Dashboard

Upon logging in, you’ll see several key sections that form the structure of your dashboard:

Main Navigation Menu:

Typically located on the left side of the screen, the navigation menu gives you access to all the major features of [Your Product Name]. From here, you can switch between your projects, access the reporting section, view settings, and more. This is your primary method of moving around the platform.

Project Overview Panel:

In the center of your dashboard, you’ll find a project overview, showing all your active projects and tasks. You can click into each project to see detailed timelines, progress, and upcoming milestones. It provides a quick snapshot of where things stand across your initiatives.

Task List/To-Do Section:

This section typically displays a breakdown of tasks assigned to you or your team members. You can filter tasks by priority, deadline, or project. This area helps you stay on top of what needs to be done, today or over the coming days.

Notifications Panel:

Notifications keep you updated on changes within your projects, such as new task assignments, comments from team members, or important project milestones. This panel ensures you never miss an important update.

Search Bar:

At the top of the dashboard, you’ll find the search bar, a powerful tool for quickly finding tasks, projects, documents, or team members. Simply type in a keyword, and the search tool will present the most relevant results.

Using the Dashboard Efficiently

To get the most out of the dashboard, make a habit of checking it daily. Here's how to make the most of it:

• Check Your Notifications: Always start by reviewing notifications to stay updated on what has changed since your last login.
• Monitor Active Projects: Review the project overview panel to see where you may need to focus your time or resources.
• Review Your Task List: Use the task section to prioritize your day. Sort tasks by deadline or priority to stay on track.

By becoming familiar with these elements of the dashboard, you’ll have full visibility of your projects, tasks, and team activities in one place, allowing you to efficiently manage your workload.

Projects in the software are where your work takes place. Each project is a container for tasks, milestones, team collaboration, and documents. Setting up your first project correctly will ensure that your team has a clear roadmap for success.

Creating a New Project

To create a new project, start by navigating to the “Projects” tab in the main navigation menu. Once there, click the “Create New Project” button, typically located at the top-right of the screen. You’ll be prompted to fill out the following details:

1. Project Name: Choose a clear, descriptive name that easily identifies the purpose of the project.
2. Description: Provide an overview of the project’s objectives, deliverables, and any other context that might be useful for team members.
3. Start and End Dates: Set the project’s timeline by selecting the start date and the expected completion date. This helps track deadlines and progress.
4. Priority: Assign a priority level to the project (e.g., High, Medium, Low), ensuring that your team knows where it fits in relation to other ongoing work.

Once you’ve filled in these details, click “Create Project” to save and initialize the project. Your new project will now appear in the dashboard under the “Projects” section.

Organizing Your Project Workflow

After creating the project, it’s time to organize the workflow. Most platforms like [Your Product Name] allow you to define phases or stages that tasks will move through, such as:

• To-Do: Tasks that need to be started.
• In Progress: Tasks that are currently being worked on.
• Under Review: Tasks pending approval or review.
• Completed: Tasks that are finished.

Creating these stages will help you and your team track the lifecycle of each task within the project. You can customize these stages based on your specific project needs.

Adding Tasks to Your Project

Tasks are the individual actions required to complete a project. To add a new task, click into your project and select the “Add Task” button. You’ll be prompted to enter:

• Task Name: A descriptive title for the task.
• Assigned To: Select the team member responsible for completing the task.
• Due Date: Set a specific deadline for the task.
• Priority: Assign a priority level to help team members prioritize their work.
• Task Description: Provide detailed instructions or requirements for the task.

You can also set dependencies between tasks, meaning one task cannot be started or completed until another is finished. This helps ensure tasks are done in the correct order and prevents bottlenecks.

Tracking Project Progress

As your project moves forward, it’s essential to regularly check the project dashboard for status updates. You can monitor:

• Task Completion: See how many tasks are completed and how many remain.
• Timelines and Milestones: Keep track of upcoming deadlines and milestones.
• Team Collaboration: Review comments and feedback from team members on specific tasks or the project as a whole.

By setting up your first project with a clear structure and task breakdown, you ensure that your team stays organized, informed, and productive.

Adding New Team Members

Collaboration is key in any project, and our platform allows you to easily add team members to your workspace and projects. To invite new team members, go to the "Team Management" or "Users" section, which can be found in the main navigation menu.

Once there, click on the "Invite Members" button. You’ll be prompted to enter the email addresses of the individuals you wish to invite. You can also include a personalized message in the invitation, giving the invitee a brief overview of their role or project details.

After sending the invitation, the new team members will receive an email prompting them to sign up for the platform (if they haven’t already). Once they’ve accepted the invitation, they’ll be added to your team.

Step 2: Assigning Roles and Permissions

Roles and permissions are critical for controlling what team members can and cannot do within the platform. You can also assign different roles based on the responsibilities of each user. Some common roles include:

• Admin: Full control over the platform, including managing users, settings, and billing.
• Project Manager: Can create and manage projects, assign tasks, and monitor progress.
• Team Member: Can view and complete assigned tasks, comment on tasks, and collaborate with other users.

To assign a role, navigate to the "Team Management" area and click on the name of the user whose role you want to set. From here, you can select the appropriate role from the dropdown menu. Be sure to define roles clearly to prevent any confusion over who can access or manage certain features.

Step 3: Managing Team Permissions

Beyond roles, the software allows you to fine-tune permissions. For example, within a project, you might want some users to have the ability to create tasks, while others are only allowed to view progress.

To manage these permissions, head to the "Permissions" tab within the project settings.

Here, you’ll be able to specify what actions each role or individual user can perform within a project, such as:

• Creating and Assigning Tasks: Decide who can create new tasks and assign them to others.
• Editing Project Settings: Restrict the ability to change project timelines, milestones, or other critical settings.
• Viewing Confidential Information: Control who can access sensitive data or confidential project materials.

Step 4: Communicating with Team Members

One of the key benefits of adding team members is the ability to communicate and collaborate directly within the platform. Use the built-in chat or comment features to share updates, ask questions, or provide feedback on tasks.

This ensures that all communication related to the project is kept in one place, reducing the need for external emails or messaging apps.

Additionally, encourage team members to use the @mention feature when leaving comments on tasks. This will notify the mentioned team members immediately, helping to ensure that urgent questions or updates are addressed promptly.

Step 5: Managing Team Growth

As your projects or organization grows, you may need to add more team members or adjust roles and permissions. Regularly review your team management settings to ensure that the right people have the appropriate access to projects and features.

If someone leaves the team or transitions to a different role, you can easily update or revoke their access from the "Team Management" area.