Making your first project

Featured templates & file imports

Learn how to start your project with a featured template or a MPP, XLS or CSV file import.

Introduction to the project views

Get to know our dynamic project views that update in real time.

Introduction to task management

Learn how to create tasks and fill out task details so your team can better execute.

Setting up your account

Customize your profile and alerts

Personalize your ProjectManager experience and set your alerts to be as productive as possible.

Invite users & set working hours

Invite your team and specify working hours so you can start scheduling work.

Security & account settings

Customize your security and account settings to safeguard data and achieve peace of mind.

Planning with the Gantt

Gantt columns and timelines

Get to know the columns in the Gantt chart, as well as how the timeline works.

Phases, tasks and details

Learn how to add phases, tasks and task details to the Gantt chart.

Critical path, dependencies and printing

See how to filter for the critical path, set dependencies and print your Gantt schedule.

Tracking with dashboards

Intro to the project dashboard

Understand the graphs on the project dashboard, and see how to get one up and running.

Intro to summary dashboards

Learn about the three different summary dashboards and see how each project role can benefit.

Intro to the portfolio dashboard

Learn how to use the portfolio dashboard to track all your projects and programs on one screen.

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