Welcome to Atlaz - a complete project management platform for agile teams. Atlaz integrates all your processes and projects under one solution and enables collaboration across all your teams.
Everything starts with a Company in Atlaz. Your Company unites all of your teams, processes, and projects. Whether you are a small startup or an established SaaS company, a digital agency or a game development company, connect everything and everyone in one Company. Divide your team members into functional Groups and start working on Projects. A Project is a set of tasks related to a certain goal achievement. The Boards represent the processes in your Company, such as Development, Sales & Marketing, HR and so on. And finally, you have Tasks on your boards where the real work happens. Also, you may create Collections for boards that cannot be related to any project or group the boards into Collections by particular criteria. Now let’s follow our Get Started Checklist to go Atlaz completely.
Get Started Checklist
1. Create Account & Company
Let’ start with creating your Account first: click Join Now button and fill in your details. As soon as you complete account creation, you will be forwarded to the Company creation page. There, enter the names of your Company and your Site. Your Company site will be used as a link to access your Company in Atlaz. Congratulations! You have successfully created your Account and Company.
If your team member invited you to join Atlaz, follow the link in the email, complete your account info and join your Company in Atlaz.
Let’s check the next step.
2. Invite your Team
Let’s invite new team members to your Company. From your Company Settings page go to the Members tab and click Invite Member. Enter your teammate’s email and choose one of the roles for the member: Company Owner, Company Admin and Regular Employee. Once you send invite, your team member will automatically receive an email invitation to Atlaz.
Apart from this, you can quickly add new members from the left global menu. Click the Add New button and choose Invite Members from the pop-up menu.
Having your team on board, you are all set up to start a new Project. Let’s see how to do it.
3. Add your Project
Project brings together tasks and activities related to a defined goal. New product launch, marketing campaign, development of new software - these are all projects that require a lot of efforts and hard work.
To add a new project, let’s open the Company Settings and find the Projects tab. Click Create Project and enter your Project’s name and its’ short name. The short name is a project’s abbreviation and is used for quick task identification.
Also, you can add a new project from the left global menu. Click the Add New button and choose Add project from the pop-up menu.
Great work! Our next step is to divide the processes of our Project into Boards and start adding the tasks. Let’s do it now!
4. Add your first Board and Tasks
Boards contain tasks related to different processes. To add a new board, go to Project Settings and open the Boards tab. Click the Add Board button and proceed with a new board creation.
There are four types of boards in Atlaz: Kanban, Backlog, Sprint and Roadmap boards.
Kanban board is a board used to display all tasks at all stages of their fulfillment.On a Backlog board you can store your product ideas and features and prioritize them with the help of the Value & Efforts score. Sprint Board is used for sprint management. Roadmap board is a visual project schedule.
As soon as you save the Board, add your team members to the board and assign them with tasks. For better board organization start creating the columns first.
Columns can be of three types: To Do, In Progress and Done. In Progress column can also be of two kinds: Simple and Composite. The Composite column contains two sub columns: In Progress and Done. The sub columns names cannot be edited.
Let’s add your first task now. Click the Add Task button and enter the task name. For your ease, you can assign it to a responsible team member at the moment of its creation by adding a @mention of this member.
To provide more details on what should be done, add a task description. You can also add multiple attributes to the task: Due Date, Estimate, Attachments, Labels, Checklists, and Versions. To track the time spent on a task add a work log. You can also discuss the task with your team members in comments.
5. Stay informed
With a plenty of boards, tasks and deadlines it’s difficult to keep track of what’s going on on the projects and stay informed about the changes happening around. There is a solution though. Use Inbox and Activity widget on the Overview page.
Inbox is a storage for all important notifications that require your attention: new comments, mentions, new task assignments and general changes to the tasks get here. Once you are done reviewing your Inbox, archive the unnecessary notifications.
Activity Widget displays the list of current activities, as well as a list of completed tasks. You can filter the activities by projects, members, boards and time period.
Now you have learned the basics of Atlaz. You may also want to install our mobile apps for iOS and Android, set up Integrations or consult our Help Center for more information. Have some feedback to share with us? Post it in our Community or drop us a line at email@example.com.