Just follow these simple steps to set up ProjectDiscipline™ for any project and start using ProjectDiscipline for free.
- Set up the master account (you will be the holder of the master account):
- Go to http://www.projectdiscipline.net/ and click on "Sign up".
- Fill out all the fields and click "Submit".
- Check your email for a message from ProjectDiscipline. Click on the link to activate the master account.
Set up the first project and its categories (you will be the Project owner for all the projects your create):
- Click on "Create new project".
- Type in the name of the first project and click ü.
- Click on "Create category" in the left-hand margin. Type in the name of the first category and click ü. Repeat this process for all the categories that you want to create at this time. You can create new categories at any time in the future.
- You have now set up the project and its categories.
Enable project team members and other stakeholders to access the project in ProjectDiscipline:
- From the "Project list" ("Home" page), click on the project.
- Roll your cursor over the "Project" tab at the top of the page, and click on "Share".
- Click the button "Invite to project", type in the email of the person you wish to participate in using ProjectDiscipline for this project, customize the message or leave as the default, and click ü.
- Click the "x" in the top right hand corner to close the window.
- Each person will receive an email from ProjectDiscipline inviting her/him to join the project. S/he needs to follow the instructions to sign up. Once s/he has signed up, you will see her/his display name in the list of "Project collaborators" the next time you access the project or refresh your browser.
Helpful shortcut: After an invited colleague appears on the list of "Project collaborators" for one project, add her/him to you "Friend list" (Here's how). Now, it is much easier to add her/him to any other project (Here's how).
Everyone is good to go once they have signed up. As the holder of the master account, you can change projects, categories or collaborators at any time.
Click here for more support using ProjectDiscipline.
ViKiwi also offers affordable, project management expertise to ensure a better result for your project. Click here to learn more.