Quick Start Guide

Get up and running with Cyrus365 Projects in just 5 minutes.

Step 1: Create Your First Project

1. 1.Click "New Project" in the Projects Hub
2. 2.Enter a project name
3. 3.Choose an icon to identify your project
4. 4.Add an optional description
5. 5.Set start and end dates if needed
6. 6.Click "Create Project"

Step 2: Understand the Project Layout

View	Description
Board	Kanban-style view with task cards organized by groups and sprints
Timeline	Gantt chart for visualizing task schedules
Calendar	Monthly/weekly view of due dates and events
List	Table or tile view with filtering
Overview	Project statistics dashboard
Settings	Project configuration and members

Step 3: Set Up Task Groups

Groups are columns on your board representing workflow stages:

• •Backlog — Tasks waiting to be started
• •In Progress — Tasks being worked on
• •Review — Tasks waiting for approval
• •Done — Completed tasks

To create a new group, click "+ Add Group" at the end of the group headers.

Step 4: Create Your First Task

1. 1.Click "+ Add Task" in any group
2. 2.Enter a title for the task
3. 3.Press Enter to create

Add Task Details

Click on a task card to open the details modal:

• •Add a description with formatting
• •Set status and priority
• •Set start and due dates
• •Assign to team members (supports multiple assignees)
• •Assign to a sprint
• •Add comments for discussion

Step 5: Invite Team Members

1. 1.Go to Settings → Members tab
2. 2.Click "Invite Member"
3. 3.Enter their email address
4. 4.Select their role (Admin, Member, or Viewer)
5. 5.Click "Send Invitation"

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Tip: Press ? anywhere in the app to see keyboard shortcuts.