Onboarding Guide

Getting Started with ProjectPro

Welcome to ProjectPro! This guide will help you get set up and show you the ropes so you can start managing your team projects efficiently right away. Follow these simple steps to get your workspace ready in less than 10 minutes.

1
Create your account

Visit projectpro.com/signup and click the "Sign Up" button. Fill in your full name, work email, and create a strong password (at least 8 characters with a mix of letters, numbers, and symbols). Select your role and team size to help us customize your experience.

ProjectPro signup screen

The ProjectPro signup screen

2
Verify your email

Check your inbox for a verification email from ProjectPro. Click the "Verify Email Address" button in the email to confirm your account. If you don't see the email within a few minutes, check your spam folder or request a new verification email from the login page.

3
Set up your workspace

After verifying your email, you'll be guided to set up your workspace. Give your workspace a name (usually your company or team name), select your timezone, and customize your workspace URL (e.g., yourcompany.projectpro.com).

Workspace setup screen

Workspace configuration options

4
Invite your team

Now it's time to invite your team members. Navigate to "Settings" → "Team Members" and click "Invite People". Enter your colleagues' email addresses (one per line or separated by commas), assign their roles (Admin, Member, or Viewer), and send the invitations. Team members will receive an email with instructions to join your workspace.

5
Create your first project

Click the "+ New Project" button on your dashboard. Give your project a name, description, and select a project template (or start from scratch). You can choose from templates like Marketing Campaign, Product Launch, Software Development, or Research Project depending on your needs.

Pro Tip: Start with one project and get comfortable with the workflow before creating multiple projects. This helps you learn the system more effectively.

Next Steps

That's it – you've completed the basics! Now you're ready to start using ProjectPro fully. Here are some resources to explore next:

  • Advanced User Guide: Learn about power features like automations, custom fields, and integrations.
  • Video Tutorials: Watch step-by-step guides for common workflows and advanced features.
  • Community Forums: Connect with other ProjectPro users, share tips, and get inspiration.

Need More Help?

Our support team is available 24/7 to answer your questions. Contact us at support@projectpro.com or use the in-app chat for real-time assistance.

Ready to become a ProjectPro expert? Schedule a free personalized demo