Set up

1. Populate your profile – add a picture, your skills, location and working patterns.

Understand your project

2. Navigate to your project and have a read of the description.

3. Start with the Plan – this is the central point of your project. Familiarise yourself with where your work fits in to the bigger picture. 

The boxes ("clusters") represent larger phases of work and the lines ("activities") represent the next level down in terms of the work.

Clicking on an activity will open a more detailed view.

Review your work

4. Navigate to the Kanban and view your work. The Kanban shows the lowest level of work item (task, story, decision, risk, issue) and you can filter to see work items by activity, assignee, creator, meeting, etc

5. Navigate to Meetings and see what cadence your team has in place. From here you can capture actions and decisions taken in meetings and share them with your team.

Add your first task

6. From the Kanban or the Plan, press the + in the bottom right and capture any work you need to do - this can be anything from a 5 minute action to a larger deliverable you are working on.

Tip: Working on multiple projects? In My Kanban you can see all of your work items across all projects - it's a great way to prioritise your work.