Your first hour: a checklist for team members
Seven short tasks that make IdeaLine feel familiar.
You do not need to learn everything at once. Work down this list and you will know the parts you use every day.
- Set your name, color and time zone
Open Settings then Profile. See Update your profile: name, color, time zone and dates.
- Choose how you want to be alerted
Open Settings then Notifications and decide about pop-ups, due-date reminders and a daily or weekly email. See Choose how and when you are alerted.
- Find a project
Click the search box and type part of a title. See Search for projects, ideas and files.
- Open a project and read it
Select a project on the Calendar or Board. Look at the description, subtasks, comments and linked files. See Open, edit, duplicate or delete a project.
- Leave a comment and @mention someone
Comments are how the team talks about a project. See Comment on a project and @mention a teammate.
- Add something to the Calendar
Use the + on a day, or New project. See Create a project.
- Pick light or night mode
Use the moon button. See Switch to night mode.
Bookmark this help center. Everything you can do in IdeaLine has an article here.
Related articles
- Welcome to IdeaLineWhat IdeaLine does, who it is for and the five things to try first.
- Create a projectAdd a project from the calendar or the board and give it a date.
- Search for projects, ideas and filesType a few words in the box at the top. Results come from every tab at once.
- Choose how and when you are alertedLive pop-ups, desktop notifications, reminders and an email digest.
Still stuck on this one?