How to use Plaky

PLAKY USER GUIDE FOR WORKERS

Plaky is a comprehensive project management tool designed to streamline task organization, team collaboration, and workflow efficiency. It allows users to create unlimited workspaces, spaces, boards, and tasks, making it a flexible solution for teams of all sizes. Here is an extended user guide for effectively using Plaky in your organization, presented in a structured, hierarchical format.

I. OVERVIEW OF PLAKY

Purpose and Features

a. Plaky offers tools for managing projects, tasks, and teams in real-time.

b. It includes features like customizable boards, task assignments, and multiple views (Kanban, Gantt, etc.).

c. Key components include Workspaces, Spaces, Boards, Items, and Subitems for organizing work hierarchically.

Benefits

a. Unlimited projects, tasks, and members.

b. Collaboration tools like comments, notifications, and role-based permissions.

c. Integrated views for visualizing project timelines and progress.

II. GETTING STARTED WITH PLAKY

Creating an Account

a. Visit the Plaky website and register for a free account.

b. Set up a Workspace, representing your organization or main project hub.

c. Customize your account settings, such as notification preferences and themes.

Setting Up Your Workspace

a. Create Spaces to group related projects or departments.

b. Customize Space names and choose Open or Closed settings for collaboration.

c. Add team members to the Space by inviting them via email.

III. MANAGING BOARDS AND TASKS

Creating and Organizing Boards

a. Create Boards within each Space to manage specific projects or workflows.

b. Set Boards to Private or Public and assign roles like Admin, Member, or Viewer.

c. Use drag-and-drop functionality to move tasks between groups.

Adding Tasks (Items) and Subtasks

a. Create Items for each task, assigning members and setting due dates.

b. Use Subitems to break larger tasks into manageable parts.

c. Customize fields such as Status, Priority, and Budget for each task.

IV. VIEWS AND VISUALIZATIONS

Kanban View

a. Group tasks by status (e.g., To-Do, In Progress, Done).

b. Customize columns and organize by fields like priority or team members.

Gantt Chart View

a. Visualize tasks as bars on a timeline to track project progress.

b. Adjust task durations and dependencies for accurate scheduling.

V. COLLABORATION AND COMMUNICATION

Commenting and Notifications

a. Add comments to tasks and mention team members for updates.

b. Notifications are sent via email or within Plaky’s app for real-time updates.

User Roles and Permissions

a. Assign roles: Admins can manage everything, Members can edit tasks, and Viewers have read-only access.

b. Organize members into teams for easier management of roles and permissions.

VI. ADVANCED ORGANIZATION TOOLS

Using Folders and Favorites

a. Group related Boards into Folders for better organization.

b. Mark frequently used Boards as favorites for quick access.

Integrations and Automation

a. Connect Plaky to other tools for seamless data flow (if applicable).

b. Use templates to standardize task creation and improve efficiency.

Plaky offers a robust set of features for managing projects efficiently, from task organization to team collaboration. By leveraging its flexible tools and customizable views, teams can achieve better productivity and transparency in their workflows.

IX. YOUTUBE GUIDE

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

https://www.youtube.com/@PlakyCom

Updated on: 18/12/2024