{"id":652,"date":"2022-03-30T08:26:32","date_gmt":"2022-03-30T08:26:32","guid":{"rendered":"https:\/\/plaky.com\/learn\/?p=652"},"modified":"2025-11-27T00:00:00","modified_gmt":"2025-11-27T00:00:00","slug":"getting-started-with-plaky","status":"publish","type":"post","link":"https:\/\/plaky.com\/learn\/pt\/plaky\/getting-started-with-plaky\/","title":{"rendered":"How To Create Your First Project in Plaky (In Less Than 15 Minutes)"},"content":{"rendered":"\n<p class=\"translation-block\">In the era of a fast-paced business environment, it\u2019s crucial to have a tool that gives you complete control over your projects and allows you to set up your project board quickly and easily.<\/p>\n\n\n\n<p class=\"translation-block\">And, that\u2019s exactly where <a href=\"https:\/\/plaky.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky<\/a> comes in \u2014 to make project management feel like a walk in the park.<\/p>\n\n\n\n<p class=\"translation-block\">So, read on, and find out how to build your first project in Plaky in less than 15 minutes.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Getting-started-with-Plaky-cover-1024x512.jpg\" alt=\"\" class=\"wp-image-9583\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Getting-started-with-Plaky-cover-1024x512.jpg 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Getting-started-with-Plaky-cover-300x150.jpg 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Getting-started-with-Plaky-cover-768x384.jpg 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Getting-started-with-Plaky-cover-1536x768.jpg 1536w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Getting-started-with-Plaky-cover-2048x1024.jpg 2048w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Getting-started-with-Plaky-cover-18x9.jpg 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"6-steps-to-your-first-project-in-plaky\" class=\"wp-block-heading translation-block\">6 steps to your first project in Plaky&nbsp;<\/h2>\n\n\n\n<p class=\"translation-block\">Plaky is a cloud-based <a href=\"https:\/\/plaky.com\/task-management\" target=\"_blank\" rel=\"noreferrer noopener\">task management tool<\/a>, meaning you can create projects on the go, no matter if you\u2019re at the office working on your laptop, or at the beach using your smartphone.<\/p>\n\n\n\n<p class=\"translation-block\">It\u2019s also highly intuitive and easy to use, so you can set up your first project in just 6 simple steps.<\/p>\n\n\n\n<p class=\"has-background translation-block\" style=\"background-color:#e5f6fe\">\ud83d\udca1 You don\u2019t have to start projects from scratch every time. Instead, you can use one of our <a href=\"https:\/\/plaky.com\/templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">pre-built templates<\/a> designed to meet the needs of various industries, businesses, and teams like marketing, IT, sales, and more.<\/p>\n\n\n\n<h3 id=\"1-create-a-space\" class=\"wp-block-heading translation-block\">#1 Create a space&nbsp;<\/h3>\n\n\n\n<p class=\"translation-block\">Once you <a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">sign up for Plaky<\/a>, you need to set up your space first. This space generally represents a home base for your department, team, or project group.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">To add a new space, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to <em>Spaces<\/em> in the sidebar, and find the spaces box located right below.<\/li>\n\n\n\n<li class=\"translation-block\">Click on the 3 dots to open the menu.<\/li>\n\n\n\n<li class=\"translation-block\">Choose <em>Add new space<\/em> from the dropdown.<\/li>\n\n\n\n<li class=\"translation-block\">Enter space name.&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Click the <em>Create<\/em> <em>Space<\/em> tab.<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"467\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Adding-a-new-space-in-Plaky-min.png\" alt=\"Adding a new space in Plaky\" class=\"wp-image-10581\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Adding-a-new-space-in-Plaky-min.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Adding-a-new-space-in-Plaky-min-300x117.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Adding-a-new-space-in-Plaky-min-768x299.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Adding-a-new-space-in-Plaky-min-18x7.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Adding a new space in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\"><strong>Note: <\/strong>We\u2019ve created a space for a marketing department and will use it to show you how to take all upcoming steps.&nbsp;<\/p>\n\n\n\n<p class=\"has-background translation-block\" style=\"background-color:#e5f6fe\">\ud83d\udca1 Check out <a href=\"https:\/\/plaky.com\/learn\/plaky\/organization-and-hierarchy\/\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s Organization &amp; Hierarchy<\/a> article to find out how Plaky\u2019s structure works.<\/p>\n\n\n\n<h3 id=\"2-create-your-first-project-board\" class=\"wp-block-heading translation-block\">#2 Create your first project board<\/h3>\n\n\n\n<p class=\"translation-block\">In Plaky, <a href=\"https:\/\/plaky.com\/features\/board\" target=\"_blank\" rel=\"noreferrer noopener\">project boards<\/a> are where the real work takes place. Once you build it up, you\u2019ll get a visual representation of your team\u2019s tasks, assignees, dates, and more.<\/p>\n\n\n\n<p class=\"translation-block\">Here\u2019s how to create your first project board from scratch:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Navigate to the sidebar.<\/li>\n\n\n\n<li class=\"translation-block\">Click on the \u201c+\u201d button next to the <em>Search<\/em> box.<\/li>\n\n\n\n<li class=\"translation-block\">Choose a <em>New Board<\/em> from the dropdown menu.<\/li>\n\n\n\n<li class=\"translation-block\">Select <em>Create from scratch<\/em>.<\/li>\n\n\n\n<li class=\"translation-block\">Name your new board.<\/li>\n\n\n\n<li class=\"translation-block\">Click the <em>Create<\/em> <em>Board<\/em> tab.<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"434\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Creating-your-project-board-from-scratch-in-Plaky-1-min.png\" alt=\"Creating a project board in Plaky\" class=\"wp-image-10582\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Creating-your-project-board-from-scratch-in-Plaky-1-min.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Creating-your-project-board-from-scratch-in-Plaky-1-min-300x109.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Creating-your-project-board-from-scratch-in-Plaky-1-min-768x278.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Creating-your-project-board-from-scratch-in-Plaky-1-min-18x7.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Creating your project board from scratch in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Plaky will automatically generate the first item group for your newly created board. All boards belonging to a particular space will be listed in the sidebar. As you can see below, we created a Content board as an example.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"444\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Newly-created-content-board-with-the-default-item-group-n-Plaky-min.png\" alt=\"A board with the default item group in Plaky\" class=\"wp-image-10583\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Newly-created-content-board-with-the-default-item-group-n-Plaky-min.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Newly-created-content-board-with-the-default-item-group-n-Plaky-min-300x111.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Newly-created-content-board-with-the-default-item-group-n-Plaky-min-768x284.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Newly-created-content-board-with-the-default-item-group-n-Plaky-min-18x7.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Newly created content board with the default item group in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">As one of our loyal customers, <a href=\"https:\/\/www.linkedin.com\/in\/matev%C5%BE-lovko-7389ab159\/?originalSubdomain=si\" target=\"_blank\" rel=\"noreferrer noopener\">Matevz Lovko<\/a>, Production Manager at Lepton Quark, points out:<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column pro-blockquote is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"translation-block\"><em>\u201cYou could be a cook in a restaurant or a production manager, and you could create a task management board that suits your needs. The most important thing is that you can always change or add another fixture to it if you need it, it takes just a minute of your time.\u201c<\/em><\/p>\n<\/div>\n<\/div>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Plan projects in Plaky in no time<\/a><\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block\">\ud83d\udca1 <strong>PLAKY PRO TIP<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">Plaky also allows you to create your project board from a CSV file. Check out our detailed guides on how to migrate your data to Plaky from some of the most established platforms:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/plaky\/import-from-trello\/\" target=\"_blank\" rel=\"noreferrer noopener\">Import Data From Trello into Plaky<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/plaky\/import-from-clickup\/\" target=\"_blank\" rel=\"noreferrer noopener\">Import Data From ClickUp Into Plaky<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/plaky\/import-from-jira\/\" target=\"_blank\" rel=\"noreferrer noopener\">Import Data From Jira Into Plaky<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/plaky\/import-from-notion\/\" target=\"_blank\" rel=\"noreferrer noopener\">Import Data From Notion Into Plaky<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/plaky\/import-from-monday-com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Import Data From monday.com Into Plaky<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/plaky\/import-from-asana\/\" target=\"_blank\" rel=\"noreferrer noopener\">Import Data From Asana Into Plaky<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h3 id=\"3-organize-your-item-groups\" class=\"wp-block-heading translation-block\"># 3 Organize your item group(s)<\/h3>\n\n\n\n<p class=\"translation-block\">Now that we\u2019ve created our first board, let\u2019s add groups to keep related tasks together.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">Fill in Plaky\u2019s default item group first, and if you want to add more groups, you can add them in 2 ways:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">By clicking on <em>Create New Group<\/em> option below the default item group, in which case the new one appears at the bottom, or<\/li>\n\n\n\n<li class=\"translation-block\">By clicking the <em>New Item\/Subitem<\/em> option and selecting the <em>New group of items<\/em> from the menu. If added this way, the new item group appears at the top.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"565\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Creating-item-groups-in-Plaky-min.png\" alt=\"Creating item groups in Plaky\" class=\"wp-image-10584\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Creating-item-groups-in-Plaky-min.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Creating-item-groups-in-Plaky-min-300x141.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Creating-item-groups-in-Plaky-min-768x362.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Creating-item-groups-in-Plaky-min-18x8.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Create item groups in Plaky to categorize work visually<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">In Plaky, item groups are sections within a board that you can use to group items (single tasks) effectively. A group can represent a time frame (like Q1 or Weekly Sprint), <a href=\"https:\/\/plaky.com\/learn\/project-management\/phases-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">project phase<\/a>, product category, or any other criteria meaningful to you. Make sure you name your item group according to its purpose. You can even color-code the groups so that it&#8217;s easier to distinguish between them.&nbsp;<\/p>\n\n\n\n<h3 id=\"4-add-your-items\" class=\"wp-block-heading translation-block\">#4 Add your items<\/h3>\n\n\n\n<p class=\"translation-block\">It\u2019s time to add the key ingredients to your project i.e. to add items to your groups. These can be tasks, activities, goals, or simple to-dos that you actually work on and track their progress.<\/p>\n\n\n\n<p class=\"translation-block\">Adding items is a piece of cake as all you need to do is:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Click on the <em>Add Item<\/em> in the column where you want to add it.<\/li>\n\n\n\n<li class=\"translation-block\">Enter the item title in the text field.<\/li>\n\n\n\n<li class=\"translation-block\">Press Enter to complete the action.<\/li>\n<\/ol>\n\n\n\n<p class=\"translation-block\">Just keep in mind that item names should be action-oriented and clearly defined.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"552\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Adding-items-to-groups-in-Plaky-min.png\" alt=\"Adding items to groups in Plaky\" class=\"wp-image-10585\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Adding-items-to-groups-in-Plaky-min.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Adding-items-to-groups-in-Plaky-min-300x138.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Adding-items-to-groups-in-Plaky-min-768x353.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Adding-items-to-groups-in-Plaky-min-18x8.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Adding items to groups in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"has-background translation-block\" style=\"background-color:#e5f6fe\">\ud83d\udca1 Your Plaky items can have <a href=\"https:\/\/cake.com\/updates\/subitems\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>subitems<\/strong><\/a>. As their name suggests, subitems break down bigger items into smaller, more manageable pieces. Subitems help you manage complex tasks step by step so nothing falls through the cracks. You can add them by clicking to the task name, or from the task card.<\/p>\n\n\n\n<h3 id=\"5-add-custom-fields\" class=\"wp-block-heading translation-block\">#5 Add custom fields<\/h3>\n\n\n\n<p class=\"translation-block\">By adding items to your board, you plan actionable steps for your project. But, listing your items is only the starting point. With Plaky, you can add more details to your list to make a firm action plan and define who does what, when, and how.<\/p>\n\n\n\n<p class=\"translation-block\">To do this, Plaky offers you 9 different types of <a href=\"https:\/\/plaky.com\/features\/fields\" target=\"_blank\" rel=\"noreferrer noopener\">custom fields<\/a> that you can use to add specific information relevant to your project.<\/p>\n\n\n\n<p class=\"translation-block\">To add fields to your board, do the following:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Click on the \u201c+\u201d button on the far right side of the row with an item group name.<\/li>\n\n\n\n<li class=\"translation-block\">Select the field you would like to add from the dropdown menu.<\/li>\n<\/ol>\n\n\n\n<p class=\"translation-block\">Mind you, the chosen fields will be applied to all your item groups within your board.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"576\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Add-custom-filelds-to-your-Plaky-board-to-enhance-organization-1-min-1-min.png\" alt=\"Adding custom fields in Plaky\" class=\"wp-image-10586\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Add-custom-filelds-to-your-Plaky-board-to-enhance-organization-1-min-1-min.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Add-custom-filelds-to-your-Plaky-board-to-enhance-organization-1-min-1-min-300x144.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Add-custom-filelds-to-your-Plaky-board-to-enhance-organization-1-min-1-min-768x369.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Add-custom-filelds-to-your-Plaky-board-to-enhance-organization-1-min-1-min-18x9.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Add custom fields to your Plaky board to enhance organization and categorize project information <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Here\u2019s a brief overview of each custom field\u2019s role in Plaky:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Person<\/strong> <strong>field <\/strong>\u2014 This field is used to add assignees and reviewers to your items so that you always know who is responsible for what. You can add more than one team member or even entire teams to work on the same task.&nbsp;&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Date<\/strong> <strong>field <\/strong>\u2014 This field helps you define when something happens. You can set due dates, completion dates, start dates, review dates, and add any other time-related information.&nbsp;&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Text field<\/strong> \u2014 By including this field, you can add additional details relevant to your item to better explain what should be done.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Rich text<\/strong> <strong>field<\/strong> \u2014 In case you want to add more context to your task descriptions, this field is perfect. Here you can add links, make checklists, include board lists, and even add emoticons.&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Link<\/strong> <strong>field<\/strong> \u2014 This field is used to attach URLs directly to items. Those can be files, client websites, social media posts, internal documents, etc.&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Numbers<\/strong> <strong>field<\/strong> \u2014 With this field you include any countable information relevant for your item like budget costs, number of items in storage, hours worked, etc.&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Status<\/strong> <strong>field<\/strong> \u2014 A field ideal for tracking progress of your project item. This field provides its color-coded custom labels to easily visualize the state of your task (<em>To do<\/em>, <em>In progress<\/em>, <em>Done, Stuck, <\/em>etc.) or indicate item priority (<em>High<\/em>, <em>Medium<\/em>, <em>Low<\/em>).<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Tag<\/strong> <strong>field<\/strong> \u2014 By adding this field to your board, you can define keywords for each item. For example, you can tag departments, teams, social platforms, content type, clients, etc. Tags are useful for categorization and allow you to find what you need much faster.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Timeline<\/strong> <strong>field<\/strong> (available on paid plans) \u2014 This field helps you track task duration by enabling you to add start and end dates for your tasks.&nbsp;&nbsp;&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block\">\ud83d\udca1 <strong>PLAKY PRO TIP<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">Plaky\u2019s constantly being improved by our dev team, so if you want to stay in the loop with recent or upcoming features, visit the pages below:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/help\/whats-new\/\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s Changelog<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/roadmap\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s Roadmap<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h3 id=\"6-invite-new-members-to-your-board\" class=\"wp-block-heading translation-block\">#6 Invite new members to your board<\/h3>\n\n\n\n<p class=\"translation-block\">Plaky allows you to add assignees to your tasks through the Person custom field. But, first, you have to invite your team members to a specific board, and this is how to do it:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Click the <em>Invite members<\/em> button located on the top right side of your board.&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Enter one or more email addresses of the people you want to invite.<\/li>\n\n\n\n<li class=\"translation-block\">Mark that you want to invite them as members.<\/li>\n\n\n\n<li class=\"translation-block\">Click on the <em>Invite<\/em> button to finish the process.<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"596\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Invite-a-new-member-to-a-board-in-Plaky-min.png\" alt=\"Inviting a new member to a board in Plaky\" class=\"wp-image-10587\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Invite-a-new-member-to-a-board-in-Plaky-min.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Invite-a-new-member-to-a-board-in-Plaky-min-300x149.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Invite-a-new-member-to-a-board-in-Plaky-min-768x381.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Invite-a-new-member-to-a-board-in-Plaky-min-18x9.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Invite a new member to a board in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Once your team members accept the invitation, they will appear in the dropdown menu in the Person field of your board.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1199\" height=\"457\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Choose-assignees-for-each-of-the-tasks-from-the-dropdown-menu-min.png\" alt=\"Choosing assignees for tasks in Plaky\" class=\"wp-image-10588\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Choose-assignees-for-each-of-the-tasks-from-the-dropdown-menu-min.png 1199w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Choose-assignees-for-each-of-the-tasks-from-the-dropdown-menu-min-300x114.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Choose-assignees-for-each-of-the-tasks-from-the-dropdown-menu-min-768x293.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Choose-assignees-for-each-of-the-tasks-from-the-dropdown-menu-min-18x7.png 18w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><figcaption class=\"wp-element-caption\">Choose assignees for each of the tasks from the dropdown menu <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">And that\u2019s it \u2014 your board is done. Now you are ready to tackle any project that comes your way!&nbsp;<\/p>\n\n\n\n<h2 id=\"faq\" class=\"wp-block-heading translation-block\">FAQ<\/h2>\n\n\n\n<p class=\"translation-block\">Now that you know how fast you can set up your project in Plaky, check out the answers to some of the questions that might pop up.&nbsp;<\/p>\n\n\n\n<h3 id=\"what-is-plaky-is-it-just-another-trello-asana-clone\" class=\"wp-block-heading translation-block\">What <em>is <\/em>Plaky? Is it just another Trello\/Asana clone?<\/h3>\n\n\n\n<p class=\"translation-block\">No, Plaky\u2019s not another clone of Trello or Asana. Plaky is task management software designed to offer simple and visual project planning and management for free or at an affordable price for all you who need advanced features to track and manage projects.<\/p>\n\n\n\n<p class=\"translation-block\">Still, along with Trello and Asana, Plaky belongs to the group of tools that help you plan your projects, align teams and departments, track deadlines, etc.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">Keep in mind that each of these apps has its pros and cons \u2014 Plaky stands out for its simplicity, generous free plan, and top-notch customer support.<\/p>\n\n\n\n<h3 id=\"can-i-really-set-up-a-useful-project-in-15-minutes-or-is-this-just-clickbait\" class=\"wp-block-heading translation-block\">Can I <em>really<\/em> set up a useful project in 15 minutes, or is this just clickbait?<\/h3>\n\n\n\n<p class=\"translation-block\">Yes, you can set up a useful project in Plaky in 15 minutes.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">If you\u2019re about to create your first project in Plaky, make sure you follow the steps we listed in this article. The initial setup of the board, item groups, and tasks won\u2019t take long. And, adding dates and assignees takes only a few clicks.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">So, 15 minutes <em>is<\/em> enough to generate the basic project board from scratch in Plaky \u2014 even if you\u2019ve never used it before.<\/p>\n\n\n\n<p class=\"translation-block\">Yet, adding task descriptions, files, or numbers will certainly take some more time as you might want to add more value and develop a comprehensive project game plan.&nbsp;<\/p>\n\n\n\n<h3 id=\"will-this-be-simpler-than-the-spreadsheet-im-already-using\" class=\"wp-block-heading translation-block\">Will this be simpler than the spreadsheet I\u2019m already using?<\/h3>\n\n\n\n<p class=\"translation-block\">Definitely yes! Spreadsheets can help you organize data, but are more prone to human error and difficult to collaborate on. Also, they lack automations and activity logs, which are super helpful when you need to reduce repetitive tasks and see who has made changes and when.<\/p>\n\n\n\n<p class=\"translation-block\">That\u2019s exactly why users look for more flexible alternatives like Plaky that can help you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Keep track of all updates,<\/li>\n\n\n\n<li class=\"translation-block\">Share files with team members within the platform,<\/li>\n\n\n\n<li class=\"translation-block\">Automate tasks and reduce manual work,&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Control access to sensitive information, and more.<\/li>\n<\/ul>\n\n\n\n<h3 id=\"can-i-save-my-board-as-a-template-i-dont-want-to-do-this-set-up-for-every-new-project\" class=\"wp-block-heading translation-block\">Can I save my board as a template? I don\u2019t want to do this set-up for every new project.<\/h3>\n\n\n\n<p class=\"translation-block\">For sure! Once you customize your board in Plaky and adapt it to your needs and preferences, you can easily save it as a template and use it over and over again.&nbsp;<\/p>\n\n\n\n<h3 id=\"how-do-i-see-all-my-tasks-from-all-projects-in-one-place\" class=\"wp-block-heading translation-block\">How do I see all my tasks from all projects in one place?<\/h3>\n\n\n\n<p class=\"translation-block\">You can easily get an insight into all tasks assigned to you via Plaky\u2019s <em><a href=\"https:\/\/plaky.com\/learn\/plaky\/my-tasks\/\" target=\"_blank\" rel=\"noreferrer noopener\">My tasks<\/a><\/em> section. Here, you can see everything that\u2019s relevant to you, easily organize work, and manage priorities.\u00a0<\/p>\n\n\n\n<h2 id=\"how-plaky-sets-your-team-up-for-success\" class=\"wp-block-heading translation-block\">How Plaky sets your team up for success<\/h2>\n\n\n\n<p class=\"translation-block\">Plaky is a versatile tool that you can easily customize from top to bottom to establish a perfect centralized hub for all <a href=\"https:\/\/plaky.com\/blog\/project-activities\/\" target=\"_blank\" rel=\"noreferrer noopener\">project activities<\/a>.<\/p>\n\n\n\n<p class=\"translation-block\">According to the latest <a href=\"https:\/\/plaky.com\/learn\/project-management\/project-management-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener\">Project management software statistics<\/a>, users consider 3 factors when they choose a PM tool: <strong>functionality<\/strong>, <strong>price<\/strong>, and <strong>ease of use<\/strong>.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">You rarely find this trio in one tool, but, with Plaky, you get all of this and more.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">Here are some of Plaky\u2019s features that help you boost productivity and cooperation:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/features\/board-views\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Multiple board views<\/strong><\/a> \u2014 Visualize your <a href=\"https:\/\/plaky.com\/blog\/project-management-workflow\/\" target=\"_blank\" rel=\"noreferrer noopener\">project workflow<\/a> the way it suits you best. Choose Table (default), <a href=\"https:\/\/plaky.com\/kanban-tool\" target=\"_blank\" rel=\"noreferrer noopener\">Kanban<\/a>, <a href=\"https:\/\/plaky.com\/features\/gantt-chart\" target=\"_blank\" rel=\"noreferrer noopener\">Gantt chart<\/a>, or <a href=\"https:\/\/plaky.com\/features\/chart-view\" target=\"_blank\" rel=\"noreferrer noopener\">Chart view<\/a> to get an overview of your project from different perspectives.<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/features\/files\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>File sharing<\/strong><\/a> \u2014 Keep all task-specific files and documents under the Files tab in a task card so you don\u2019t have to lose time digging through emails, chat threads, or folders.<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/features\/automations\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Board automations<\/strong><\/a> \u2014 Apply board automations to reduce manual work and say goodbye to repetitive tasks using only a simple <em>\u201cWhen this happens, then do that\u201d<\/em> logic.<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/features\/notifications\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Real-time notifications<\/strong><\/a> \u2014 Stay up to date with all the changes to tasks and projects you\u2019re subscribed to. Plaky\u2019s bell rings in real-time so you\u2019re always up to speed.<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/features\/comments\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Comments<\/strong><\/a><strong> and @mentions<\/strong> \u2014 Find all task-related discussions in the comment section of the task. Give feedback, follow updates, and @mention coworkers to get their attention.&nbsp;&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/features\/user-roles\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>User roles and permissions<\/strong><\/a> \u2014 Ensure better control over who can do what in your workspace by assigning different user roles and access permissions.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"has-background translation-block\" style=\"background-color:#e5f6fe\">\ud83d\udca1 Want to use Plaky like a pro? Check out our <a href=\"https:\/\/plaky.com\/learn\/plaky\/detailed-guide-of-how-to-use-plaky\/\" target=\"_blank\" rel=\"noreferrer noopener\">detailed guide for total beginners<\/a>!&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"719\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Gantt-Plaky-min.png\" alt=\"Gantt chart view in Plaky\" class=\"wp-image-10589\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Gantt-Plaky-min.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Gantt-Plaky-min-300x180.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Gantt-Plaky-min-768x460.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2022\/03\/Gantt-Plaky-min-18x12.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Visualize project timelines with the Gantt chart view in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Plaky is designed to make project management a breeze, but you should know that you can rely on <a href=\"https:\/\/plaky.com\/help\/contact\/\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s customer support<\/a> if any issues pop up. You can get 100% human support via email, phone, or chat. What\u2019s best, support is available 24\/7, even on holidays!<\/p>\n\n\n\n<p class=\"translation-block\">And, in case you\u2019re looking for a budget-friendly tool to manage your projects, Plaky won\u2019t let you down as it offers 3 generous plans:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Free forever plan<\/strong> \u2014 This plan offers all basic PM features and allows unlimited users, spaces, boards, and items free of charge.&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/pro-plan\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Pro plan<\/strong><\/a> \u2014 With this plan you get all free plan features plus private boards, automations, Gantt chart view, bulk actions, <a href=\"https:\/\/plaky.com\/features\/conditional-coloring\" target=\"_blank\" rel=\"noreferrer noopener\">conditional coloring<\/a>, and more for only $3.99\/seat\/month.&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/enterprise-plan\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Enterprise plan<\/strong><\/a> \u2014 This is the highest plan with a competitive price of $8.99\/seat\/month. It includes all Pro plan features along with custom subdomains, SSO, unlimited activity log, board permissions, etc.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">Moreover, you can opt for the <a href=\"https:\/\/cake.com\/bundle\" target=\"_blank\" rel=\"noreferrer noopener\">CAKE.com Bundle<\/a>, which includes Plaky, <a href=\"https:\/\/clockify.me\/\" target=\"_blank\" rel=\"noreferrer noopener\">Clockify<\/a> (a time tracking tool), and <a href=\"https:\/\/pumble.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Pumble<\/a> (a team communication tool). For only $12.99\/seat\/month, you get a powerful productivity suite with access to 3 fully upgraded tools.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Plaky Demo Video\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/aHoyPj77TFg?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"translation-block\"><em>Set up projects effortlessly and move them forward with ease! Start your 14-day free Plaky trial today!&nbsp;<\/em><\/p>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Get started with Plaky<\/a>&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">\n<div class=\"banner banner-dark plaky-gradient-default\">\n    <div class=\"banner-text lg:pr-[6rem]\">\n        <h2 class=\"translation-block text-2xl !mb-4\">Powerful project management software<\/h2>\n        <p class=\"translation-block !text-sm\">Manage your workflows with ease, and never miss a deadline again!<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white\" href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2\" href=\"https:\/\/plaky.com\/apps\" target=\"_blank\">Download<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-right \">\n        <picture>\n            <source srcset=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/default@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/default.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Want to set up projects in less than 15 minutes? We listed 6 steps you should follow to smoothly create your first project in Plaky.<\/p>","protected":false},"author":11,"featured_media":9583,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[12,11],"tags":[],"class_list":["post-652","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-basics","category-plaky"],"acf":[],"_links":{"self":[{"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/posts\/652","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/comments?post=652"}],"version-history":[{"count":30,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/posts\/652\/revisions"}],"predecessor-version":[{"id":11911,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/posts\/652\/revisions\/11911"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/media\/9583"}],"wp:attachment":[{"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/media?parent=652"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/categories?post=652"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/tags?post=652"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}