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Account setup

Complete the setup in 10 minutes, and start using Project Planner to manage projects in your business

Written by Project Planner Team
Last updated 2 years ago

How to setup your Project Planner account

Goal: Complete the setup in 10 minutes, and start using Project Planner to manage projects in your business.

Step 1: Add or Invite Staff in Your organization

  • Invite Staff, or team members
  • Fill the person’s details: Names, Email, phone No & ID.
  • When you Submit, the person gets an Email and SMS invitation with login details (username and Password)

Step 2: Add Departments

  • Add the name of a department in your organization e.g. Finance, Human Resource etc.
  • Click submit to save the department details
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