GETTING STARTED: Creating, viewing and editing projects and tasks with Project36

    • 0 step

    Login

    Navigate to [https://www.project36.io/](https://www.project36.io/)
    One on the Project36 website, scroll to the very bottom of the site and Click "Work Login"
    Enter your email and password or sign in with Google or Apple.
    This will log you into our project management platform.

    The 'Work' platform

    WHen you login, a list of your available projects will be displayed. In this example we will click "Test Project"
    This will open the project, in this instance 'Test Project'
    The project will open and you can now view 5 different tabs. Select 'Overview' to see the project summary...
    This is the Project summary view and this displays all top-level project information. Next, Click "Tasks"...
    This is the tasks view.

    Adding Tasks

    Click "Add Task"

    View Task Detail

    See the detail of any task by clicking on the task...

    Adding Comments, Dates & Setting Notifications

    You can then see the details of the task and can add comments or files to the task...
    Always notify someone of your comment
    Always use the 'Notify' someone option to ensure that your comment will be seen and acted on.
    You should use the comments section to discuss the task. When ready, select the person or persons to be notified and click "Post Comment"
    You can add or edit task start and end dates using the date section on any task.
    Click the "Start - End Dates" field.
    Select a start date…
    …and an end date.
    Click "Confirm" to save.
    When finished click ‘X’ to close the window - any changes/edits will auto-save.

    Customise Your View

    Still in tasks view, to the right hand side you can customise the way tasks are displayed - In this instance we are on 'List view' - Click "List" and see the available options...
    Choose your desired view from the dropdown list...
    Once selected, this will be your default view, but you can change views at any time.
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