The Get started checklist on the Projects page walks you through these and ticks each one off as it's done. It's also at the top of Help.

  1. Create your first project. Everything else lives inside a project. See Create a project.
  2. Add your team on the project's Overview, and choose what each person can do. See People on a project.
  3. Build the schedule on the project's Schedule tab, or start from the example schedule. See Build a schedule.
  4. Log a risk or decision in the RAIDD Log on the Trackers tab. See The RAIDD Log.
  5. Invite people. Owners and admins add teammates in Admin console → Members (your name at the bottom of the left menu); a project's admins invite an outside consultant or client onto it as a guest, once their firm is one of your External Orgs.

Finding your way around

  • The left menu has Projects, Portfolio, Notebook (your own work), and your Pinned and Recent projects.
  • Inside a project, the tabs along the top are Overview, Schedule, Trackers and Library.
  • Every screen with a toolbar has a ? at its right end that explains that screen.
  • Search in the top bar (or press /) finds projects, people, tasks ("SCH-014") and RAIDD items ("RSK-004").
  • Your name at the bottom of the left menu opens My settings, Admin console (owners and admins), Archive, Trash and Help.