Your First 5 Minutes #
After installing and activating your trial or license, follow these steps to get productive immediately.
1. Create a Product Group #
Click + Add Group at the bottom of the left sidebar. Name it (e.g., “Work” or “Personal”).
2. Add a Product #
Click + Add Product and assign it to your group. Products represent major areas of work (e.g., “Website Redesign”).
3. Create a Project #
Expand the product in the tree, right-click it, and select Add Project. Set a name, optional dates, and priority.
4. Add Tasks #
Select your project and use the detail panel to add plan steps (tasks). Set status, dates, and descriptions.
5. Explore Views #
- Gantt — See your timeline with dependency arrows
- Kanban — Drag tasks between status columns
- Dashboard — Overview of your current state
- Logger — Activity audit trail
6. Try the AI Assistant #
Click the sparkle icon in the top-right. Type a question like “how many tasks are in progress?” The AI queries your database directly.