- Set up the master account (you will be the holder of the master account):
- Go to 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.
- 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 for this project.
- 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.
- From the "Project list" ("Home" page), click on the project you have just created.
- 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 team member's email, 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 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).