Getting Started

1. Sign Up

Sign-up is simple: only your organization name and email are required. You will set a password later from the invitation email:

1. Visit app.plexo.work/register
2. Enter your organization name and email address
3. Click "Create Organization" or "Create Account"
4. Open the invitation email to set your password (then the admin can invite teammates)

2. Create Your First Project

Once logged in, you'll land on the dashboard. Let's create your first project:

1. Click the "New Project" button
2. Enter project details:
   • Name: e.g., "Website Redesign"
   • Start Date: When the project begins
   • Target End Date: Your deadline
   • Description: Brief project summary (optional)
3. Click "Create Project"

3. Add Tasks

There are three ways to add tasks to your project:

Method 1: Manual Entry (Quick Start)

1. In the Kanban board view, click "+ Add Task"
2. Enter task information:
   • Task Name: Clear, action-oriented title
   • Estimated Hours: How long will this take?
   • Assignee: Who will do this?
   • Priority: P1 (High), P2 (Medium), P3 (Low)
   • Category: Group related tasks
3. Click "Save"

Method 2: Import from Excel/CSV (Professional/Enterprise)

1. Click "Import" button in the toolbar
2. Select your Excel (.xlsx) or CSV file
3. Map columns to Plexo fields:
   • Task Name → Name column
   • Estimated Hours → Hours column
   • Assignee → Assignee column
4. Preview and confirm import

Method 3: Use a Template (Coming Soon)

Start with pre-built templates for common project types.

4. Organize with Categories

Categories help you structure large projects logically:

1. Click "Manage Categories" in the project menu
2. Create top-level categories (e.g., "Design", "Development", "Testing")
3. Optionally create sub-categories (e.g., "Testing" > "Unit Tests")
4. Assign tasks to categories by selecting from the dropdown

Website Redesign
├─ Design (12 tasks)
│   ├─ UI Design (7 tasks)
│   └─ UX Research (5 tasks)
├─ Development (25 tasks)
│   ├─ Frontend (15 tasks)
│   └─ Backend (10 tasks)
└─ Testing (8 tasks)

5. Invite Team Members

Collaboration is better together:

1. Go to "Settings" > "Team Members"
2. Click "Invite Member"
3. Enter their email address
4. Select their role:
   • Project Member: Can view and edit tasks
   • Project Leader: Full project management access
   • Organization Admin: Manage all projects and settings
5. Click "Send Invitation"

6. Start Tracking Progress

As you work, update task statuses to keep everyone informed:

Using the Kanban Board:

1. Drag tasks between columns as they progress:
   • To Do → In Progress → Done
2. Update actual hours spent (click on task to edit)
3. Add comments and updates

Viewing Progress:

• Statistics Dashboard: See overall project health
• Burndown Chart: Track velocity and predict completion
• Resource Calendar: Monitor team workload
• Gantt Chart: Visualize timeline and dependencies

7. Monitor and Adjust

Use Plexo's analytics to stay on track:

Daily Checks:

• Review "In Progress" tasks
• Check for overloaded team members
• Adjust priorities as needed

Weekly Reviews:

• Analyze burndown chart trend
• Review completed vs. planned work
• Rebalance resources if needed
• Update project timeline based on velocity

Next Steps

• Master the Kanban Board
• Learn Gantt Chart Features
• Understand Statistics and Analytics
• Plan Resources with Calendar View
• Import Your Existing Excel WBS

Need Help?

If you have any questions:

• Check our FAQ section
• Email us at support@plexo.work
• Watch our video tutorials (coming soon)