User Guide

Getting Started with MyTeamPlan

Secure the software:

When you first install MyTeamPlan you will be able to log in with the default generated user

Username: administrator
Password: administrator

The first thing you should do is change the administrator password to something secure.

To do this click the users tab, and then select the users board button.

The users board will pop up. Find the card for the administrator user and then select the details button.

Now go down to the password field and enter a new secure password, write it down somewhere and then scroll down to the bottom of the page and select the save button.

Add users:

In the users board, click the add new button to start the add user process.

Enter the users details.

Select the most appropriate HomeUI view for each user.

For an administrator or project manager the best view is the all project board.

For a project team member the best view is the My Task Board.

Scroll to the bottom of the page and select save.

Add customers:

Click the customers tab.

Click the customers board button.

Click the add new button

Enter the customers details

Scroll to the bottom of the page and click save.

Add a default project template:

Click the templates and checklists tab

Click the project templates button

Click Add New

Enter the name “Default”

Enter the description “Default”

Scroll to the bottom of the page and click save.

Add a project:

Click the projects tab

Click the projects board button

Click the add new button

Enter your project details.

Scroll to the bottom of the page and click save.

Add users to the project:

Click the users button on the projects card.

Click the add new button

Select a user you want to add to the project

Scroll to the bottom of the page and click save.

Add tasks to the project:

Click the tasks button on the projects card.

Click the add new button.

Enter the tasks details.

Scroll to the bottom of the page and click save.

Add subtasks to the task:

Click the subtasks button on a task card.

Click the add new button.

Enter the subtasks details.

Scroll to the bottom of the page and click save.

This should have given you a good insight into how to use MyTeamPlan.

More to come later!