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