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Getting started

Your first hour: a checklist for team members

Seven short tasks that make IdeaLine feel familiar.

1 min read

You do not need to learn everything at once. Work down this list and you will know the parts you use every day.

  1. Set your name, color and time zone
  2. 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.

  3. Find a project

    Click the search box and type part of a title. See Search for projects, ideas and files.

  4. 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.

  5. Leave a comment and @mention someone

    Comments are how the team talks about a project. See Comment on a project and @mention a teammate.

  6. Add something to the Calendar

    Use the + on a day, or New project. See Create a project.

  7. Pick light or night mode

    Use the moon button. See Switch to night mode.

Tip

Bookmark this help center. Everything you can do in IdeaLine has an article here.

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