Your First Week

Finding Your Way Around: Main Menu, Getting Help & Your Organization’s Workspace A few orientation basics that make everything else in PMS faster once you click. The Main Menu The main menu (usually a sidebar) is how you move between the different areas of PMS. Dashboard: Your personal summary and landing page. Projects: The full list of projects you're part of. Tasks: All your tasks, with views like My Tasks, Self Tasks, and All Tasks. Calendar: A calendar view of events, due dates, and deliverables. Chat: Team and project-based conversations. Knowledge Base:... Setting Up Your Profile A complete profile helps your teammates recognize you and makes sure you're reachable the way you prefer worth doing in your first few minutes in PMS. To set up your profile: Click your profile icon or avatar in the top-right corner. Select Profile or Account Settings Confirm your name and job title are correct. Set your time zone so due dates and timestamps display correctly for you. Review your notification preferences (see Understanding Notification Categories and Turning Notifications On or...