First Steps - Creating your project

First Steps - Creating Your Project

Now you're ready to start! To do this, the first step is to create your Organization and add a Project to it.

Inside the platform, click the add an organization button (1)

Here, you must enter the following information:

  1. Organization Name: This will be the name that will appear on the home screen
  2. Description: A brief description of your team and activities.

After you set your Org, the next step is to add members to it. People added to Org will have access to all projects created within it. To learn more about the permissions system, click here.

To add members, Enter the email of the person you want to invite and click add (1) . You can also change the permissions of each person as you wish (2). When you're done, you can click the "Send invitations and forward (3)" button.

With the organization created and members added, you must now create a project. In this step you should provide the following information:

  1. Project Name
  2. Date format
  3. Timezone: Sets the time zone that your organization will use. We recommend using timezone America/Sao_Paulo as standard.

By clicking Complete (4), you will be ready to use all the tools of the platform!

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