How to use Motion

MOTION USER GUIDE

This guide details how to use Motion, a powerful project management tool that integrates task scheduling, calendar management, and project collaboration through AI-powered automation and intuitive design.

I. GETTING STARTED WITH MOTION

Account Setup

a. Visit Motion’s website and sign up using your work email.

b. Choose between personal or team accounts during setup.

c. Verify your email and complete the onboarding process.

Dashboard Overview

a. Calendar Tab: Central hub for daily task management and scheduling.

b. Projects Tab: Manage tasks via List, Kanban, or Gantt views.

c. Booking Tab: Create and manage booking links for meetings.

d. Customize the interface by syncing external calendars and adjusting timezone settings.

II. CREATING AND MANAGING TASKS

Adding New Tasks

a. Click the “Add Task” button and enter details such as title, priority, and duration.

b. Use scheduling options to set recurring tasks or specify fixed deadlines.

c. Break large tasks into smaller chunks to improve focus.

Organizing Tasks with Workspaces

a. Create workspaces for different teams or projects.

b. Use shared workspaces for collaborative efforts.

c. Use tags and custom fields to categorize and track tasks efficiently.

III. USING THE PROJECTS TAB

List View and Kanban View

a. List View: Offers a tabular format for viewing tasks, similar to a spreadsheet.

b. Kanban View: Visualizes tasks in a drag-and-drop board style for easy workflow tracking.

Gantt Chart for Project Tracking

a. Access the Gantt Chart under the Projects tab to view timelines and task dependencies.

b. Group tasks by assignee or status for clear visualization of progress.

c. Adjust task durations and deadlines directly on the Gantt timeline.

IV. ADVANCED FEATURES FOR ENHANCED PRODUCTIVITY

AI-Powered Scheduling

a. Motion automatically schedules tasks to optimize time management.

b. Adjust AI recommendations manually for greater flexibility.

Integrations and Automations

a. Integrate with email to convert messages into tasks.

b. Sync external calendars (Google, Outlook) to unify your scheduling tools.

c. Automate task creation using Motion’s API for repetitive workflows.

V. TEAM COLLABORATION AND COMMUNICATION

Team Management

a. Add or remove team members through the Team Management section.

b. Assign roles and permissions to control access within workspaces.

Collaboration Tools

a. Use comments within tasks to communicate updates and feedback.

b. Tag team members in comments to direct attention to important items.

c. Share progress updates through status labels and real-time notifications.

VI. CUSTOMIZING MOTION FOR YOUR NEEDS

Personalization Options

a. Customize notifications to balance between updates and focus.

b. Adjust the visibility of completed tasks within the Calendar view.

Custom Fields and Templates

a. Create custom fields for specialized data tracking.

b. Use project templates to standardize recurring projects across teams.

VII. Troubleshooting and Support

Common Issues and Solutions

a. Access the “Resolve Issues” box for tasks that couldn’t be scheduled.

b. Refer to the Motion Help Center for troubleshooting login issues and scheduling conflicts.

Contacting Support

a. Use the in-app chat to reach customer support for quick assistance.

b. Access Motion’s Knowledge Base for self-guided troubleshooting.

For further information, visit Motion's detailed Knowledge Base.

VIII. YOUTUBE GUIDE

Scan QR code or use link below to check video user guide on YouTube platform:

Updated on: 18/12/2024