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GETTING STARTED: Creating, viewing and editing projects and tasks with Project36
This guide provides step-by-step instructions on how to navigate and use Paymo - the project management platform that we call 'Work' - as used by all clients and Project36 teams. This guide covers logging in, accessing projects and tasks, viewing project summaries, customising task views, adding tasks, adding comments and files to tasks, notifying team members, managing task details, and working with project timescales. If you need further help you can always reach out to us on: 0121 517 0306
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Paymoapp
Project36
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Login
The 'Work' platform
Adding Tasks
View Task Detail
Adding Comments, Dates & Setting Notifications
Customise Your View
Login
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Navigate to [https://www.project36.io/](https://www.project36.io/)
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One on the Project36 website, scroll to the very bottom of the site and Click "Work Login"
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Enter your email and password or sign in with Google or Apple.
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This will log you into our project management platform.
The 'Work' platform
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WHen you login, a list of your available projects will be displayed. In this example we will click "Test Project"
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This will open the project, in this instance 'Test Project'
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The project will open and you can now view 5 different tabs. Select 'Overview' to see the project summary...
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This is the Project summary view and this displays all top-level project information. Next, Click "Tasks"...
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This is the tasks view.
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Adding Tasks
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Click "Add Task"
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View Task Detail
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See the detail of any task by clicking on the task...
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Adding Comments, Dates & Setting Notifications
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You can then see the details of the task and can add comments or files to the task...
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Always notify someone of your comment
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Always use the 'Notify' someone option to ensure that your comment will be seen and acted on.
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You should use the comments section to discuss the task. When ready, select the person or persons to be notified and click "Post Comment"
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