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Optiro Docs

Quickstart

Follow these steps to get started with Optiro.

  1. Create your company Sign up and set up your company in Optiro.

  2. Invite your team Add colleagues so they can see and work in the same projects as you.

  3. Create your first project Create a project, or copy an existing one as a template. See Projects.

  4. Add resources and plan on the Gantt chart Assign resources to the project and use the Gantt chart to plan the timeline. See Gantt.

  5. Create tasks Break the project down into tasks on the board. See Tasks.

  6. Log time Have the team register hours on the project. See Timesheets.

  7. Keep track as you go Use Activities, the utilization heatmap, and reports to keep an eye on progress and load.

TODO: add screenshots for each step.