5 Steps to Starting Your First Project
Start a New Project with ProjectManager.com in Minutes
With no hardware rollouts, training requirements or software to download, it’s quicker and easier to get started with ProjectManager.com. And, with features like interactive Gantt charts, task management tools and reporting tools, you’ll be glad you started as soon as possible.
ProjectManager.com makes it easy to make a new project, add team members, and assign tasks. We give you the option to start from scratch, use a template, emulate a sample project or even upload an existing Microsoft Project or Excel plan.
If you want to plan, schedule and track your projects and your team with efficiency, then read on to learn the simple steps to getting started with our online project management software.
Everything You Need to Know to Create a Project
Here are 5 easy steps to starting your first project.
1. Sign Up for a 30-Day Free Trial
Of course, you can’t make a project until you sign up for a free trial! Visit our pricing page to choose the pricing plan and feature set that works for you, then enter your information and voilà, you’re in ProjectManager.com.
To access your projects at anytime, all you have to do is sign into your account at ProjectManager.com. Which, by the way, can be done on any computer and any browser from anywhere in the world!
2. Start a New Project
When you first log in to the software, you’ll notice that there’s a “Sample Project” already open in the tab across the top of the interface. This allows you to model your new project after this sample. However, if you want to start a brand new project, simply click the green “New” tab at the top. Or, open the menu on the left-hand side of the screen and select “New Project.”
The next thing to do is give your project a name. Make it fun and understandable because it’s likely your team will be viewing and working on this project as well.
If you want to add more parameters to your project, simply click the “more” button under the project name field. Here you can write a project description, set working days, a budget, a working rate and user access permissions.
3. Create or Import Tasks
Now that your project is made, you can start setting up your tasks. You can begin typing tasks into the task name field on the spreadsheet, or you can import an existing task list to this project.
For optimal organization, you can group tasks by team or into project phases, and then you can organize them by color. You can also create subtasks by indenting tasks under a major task, and even add milestones if you’d like.
To add more details to your tasks, you can add more columns. Simply click the grey horizontal header above the columns, and dozens of KPIs (planned duration, planned finish date, etc.) will appear that you can apply to your data graph. You can also create custom columns for more granularity of data.
You will notice that as you add tasks, they have been populated on the Gantt chart as dots representing the start and end date of each task. By default, this is set to one day, but you can drag and drop each task date to easily schedule tasks with later due dates or longer duration.