Start Using Plaky — Quick Start Guide

Welcome to Plaky — your go-to software for managing projects, teams, and tasks. With Plaky, you can organize your team and improve productivity and collaboration.

To help you get started, we have created this guide to assist you in understanding the app’s features and getting up and running quickly.

Please note that some features in this guide are only available with a paid plan. To compare plans and see available features, visit the Plaky pricing page.

Log in to Plaky #

Logging in is easy, and you can do it in 2 ways:

• Passwordless login with email
• Log in with Google/Apple

If you haven’t signed up for Plaky yet or need help with registration, check our article.

When you log in with your email address, Plaky won’t require you to use a password. Instead, you will receive an email with an OTP code every time you log in. This makes your account more secure and eliminates the possibility of forgetting your password.

To log in with your email address, follow these steps:

1. Type your email
2. Cliquez sur Continuer avec l'email
3. Check your email for the OTP code
4. Write the OTP code to log in

If you’re not receiving notification emails, it might be due to too many unused OTP codes. To fix this, simply open the last verification email and click the click here button to start receiving emails again. Always use your login code within 30 minutes to avoid this issue in the future.

Plaky also allows you to log in using your Google or Apple account. To do this, follow these steps:

1. Click on Continue with Google/Apple
2. Select your email to complete the action

Set up your profile #

Once you have logged in, you can proceed to set up your profile. Plaky lets you add all the necessary information so your coworkers can identify you correctly. Here’s how you can do that:

1. Click on your profile picture in the top right corner
2. Click on My profile
3. Click on the field where you want to add information

You can modify the following information:

• Titre
• Phone number
• Mobile phone number
• Location
• Birthday
• Work anniversary

Explore Spaces and Boards #

All tasks and projects in Plaky are organized inside Spaces and Boards.

Space is the highest entity in the Plaky project management hierarchy. It is made up of Boards, which contain Item Groups, Items (tasks), and Subitems (subtasks).

You can view Spaces in the left sidebar, and you can choose between them by clicking the dropdown arrow.

Additionally, you can create a new Space by clicking the three dots and then selecting Add New Space.

Once you select a Space, you can see all the Boards located inside it. Boards are between a Space and an Item in the Plaky hierarchy, and they are used to organize Items.

You can have a Space for every department in your company, and then each department will have multiple Boards for their respective teams.

Boards are located in the left sidebar on your screen. If you want to add a new Board, follow these steps:

1. Click on the + button
2. Hover over New Board
3. Choose how you want to create a new Board

Plaky allows you to create a new board in 3 ways:

• Create from scratch — lets you create a Board with no information in it.
• Create from template — lets you select a preexisting Board template.
• Create from file — lets you upload a preexisting Board as a CSV file.

Manage Items/Subitems #

Items/Subitems represent tasks that you and your team are working on. Every Item/Subitem has various fields where you can add information about your assignments. For example, suppose you are working on redesigning the header of your website. In that case, you can create a task that includes all the necessary information for that task (e.g., deadline, assigned person, current status).

Modifier la terminologie d'un élément #

By default, Plaky names all tasks and subtasks as Items and Subitems. However, you can change this and name them according to your needs. For example, if you are working as a project manager, you can rename Items to Projects, and Subitems to Tasks.

Here’s how:

1. Click on the three dots next to Last seen
2. Click on Configure Item
3. Click on Change Item terminology
4. Write down the new Item and Subitem name
5. Click on Save

You can change the Item and Subitem names according to your specific industry. For example, if you are working in sales, you can use Items as customers. Also, if you work in recruitment, every new Item can represent a new candidate.

Fields #

All Items/Subitems are located in Item groups, and information about them can be seen in their fields. There are several types of fields you can use, such as:

• Text & Rich text — add textual information about the task.
• Link — add links related to the task.
• Numbers — add numbers related to the task.
• Status — add a status for the task (e.g., priority status, completion status).
• Tag — add tags that specify the task in more detail.
• Date — add a date (e.g., deadline date, start date).
• Timeline — add a timeline specifying when the task starts and when it should end.
• Person — add users who are assigned to the task.

If you want to add a field, you can do so by clicking on the + button on the right side of your Item.

Item card #

When you click on an Item, it will open its Item card. Here, you can view all the details about the Item, including comments and files, as well as user activity. Also, you can see if the Item has any Subitems under it.

In the Item details tab, you can see all the fields an Item has. Moreover, you can edit every field by clicking on it.

The Comments section lets users leave comments about the task. For example, users can leave remarks on what should be changed before the status of the task can be modified. Here’s how to do so:

1. Open the Comments tab
2. Write a comment 
3. Click on Add Comment

Plaky also allows you to attach files to your tasks, which can be done in the Files tab. For example, you can add images or PDF files related to the task. Here’s how to do this:

1. Open the Files tab
2. Click on Add Files
3. Choose which item you want to upload

If you are working on a larger task, it might require you to break it down into smaller subtasks. Here’s how to do it directly from the Subitems tab:

1. Open the Subitems tab
2. Click on Add Subitem

As you and your coworkers modify the Item, all changes will be saved and transparent. To view these changes, open the Activities tab. Here, you can view all changes related to the task, and you can also export them as a CSV file.

Set Preferences & Notifications #

Plaky lets you tailor your user experience to your specific needs, as you can change your theme, timezone, and manage how you receive notifications. You can do this by opening the Preferences page.

Change timezone and theme #

When you open Preferences, the General tab will open by default. Here, you can switch to a dark theme and select your time zone.

To change your theme, follow these steps:

1. Click on the profile picture in the top right corner
2. Sélectionnez Préférences
3. Toggle between Dark and Light themes in the General tab

Set up notifications #

Plaky will send you notifications whenever something important happens to a task you are assigned to, and you can modify how you will receive these notifications. 

Here’s how you can adjust them:

Create custom views #

With Plaky, you can add custom views to Boards and organize Items in different ways. For example, you can use Charts to see how many tasks are labeled as “to do” or “in progress”.

To add a new view, follow these steps:

1. Click on the gear button
2. Click on Create new view
   
3. Choose the view type 
4. Write the view name
5. Click on Create
   

You can choose between several different view types. Let’s look at them in more detail.