Quick Start Guide

Get up and running with Et'al in 5 minutes.

This guide will help you set up your first project and start collaborating with your team.

Prerequisites

Before you begin, make sure you have:

• An Et'al account (sign up here)
• A web browser (Chrome, Firefox, Safari, or Edge)

Step 1: Access Your Workspace

After logging in, you'll land on your workspace dashboard. This is your command center for all activities.

https://app.etalcrm.com/workspace/your-workspace-id

The dashboard shows:

• Active Projects - Your current work
• Recent Activity - Latest updates from your team
• Quick Actions - Common tasks you can perform

Step 2: Create Your First Project

1. Click the "New Project" button in the top-right corner
2. Enter a project name (e.g., "Q1 Marketing Campaign")
3. Add a description to help team members understand the project's goals
4. Set the project status to Active
5. Click Create

Step 3: Invite Team Members

Collaboration works best with a team:

1. Navigate to Settings > Team Members
2. Click Invite Member
3. Enter their email address
4. Select their role (Admin, Member, or Viewer)
5. Send the invitation

Step 4: Add Your First Task

With your project created, add tasks to track work:

1. Open your project
2. Click Add Task
3. Enter a task title and description
4. Assign it to a team member
5. Set a due date
6. Click Save

Step 5: Enable Notifications

Stay updated on project activity:

1. Go to Settings > Notifications
2. Enable email notifications for:
   • Task assignments
   • Comments and mentions
   • Status changes
3. Optionally enable push notifications for mobile

What's Next?

Now that you're set up, explore more features:

• Dashboard Overview - Master your workspace
• Mobile App - Work from anywhere
• Real-time Sync - Collaborate in real-time