Plankwork
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How to use this manual

Start here

Foundation

The board

Views

People and delegation

Time and money

Reports

AI

Your account and organisation

Service Desk

Administration and company IT

Reference

Getting started

You have an account, or you are about to start one, and you want to be working on real tasks within a few minutes. This chapter takes you from the sign-in page to a first board with work on it. It then shows you the screen and points each kind of reader to the chapters they need next.

It covers starting a trial, accepting an invitation, naming your first board, the setup wizard, the layout of the screen and a first five minutes. It ends with a reading list for owners, project managers and team members.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.