Getting started using ProjectDiscipline™

1. Set up the master account (you will be the holder of the master account):
   1. Go to www.projectdiscipline.net and click on "Sign up".
   2. Fill out all the fields and click "Submit". 
   3. Check your email for a message from ProjectDiscipline.  Click on the link to activate the master account. 
2. Set up the first project and its categories (you will be the Project owner for all the projects that you create):
   1. Click on "Create new project".
   2. Type in the name of the first project and click ü. 
   3. 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 for this project.
   4. You have now set up the first project and its categories. You can delete or rename the project and/or its categories at any time.
3. Enable other members of the project team to access ProjectDiscipline:
   1. From the "Project list" ("Home" page), click on the project you have just created.
   2. Roll your cursor over the "Project" tab at the top of the page, and click on "Share".
   3. Click the button "Invite to project", type in the team member's email, customize the message or leave as the default, and click ü.
   4. Click the "x" in the top right hand corner to close the window.
   5. Each team member 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).
   

4. Everyone is good to go once they have signed up.  As the holder of the master account, you can change or add projects, categories or collaborators at any time.  You can get more help at ProjectDiscipline User Support.