Quick Start Guide

Get up and running with Squared in minutes. This guide will walk you through the essential steps to start managing your tasks effectively.

Quick Start Guide

Welcome to Squared! This Quick Start Guide will help you set up your account and start managing your tasks in no time.

Prerequisites

Before you begin, make sure you have:

  • A valid email address
  • Access to a web browser (Chrome, Firefox, Safari, etc.)
  • Basic understanding of task management concepts

Getting Started

Follow these simple steps to start using Squared:

1. Sign Up

If you haven't already, sign up for a Squared account. Click on the "Sign Up" button on the homepage and fill in your details.

2. Create Your First Project

Once logged in:

  1. Create Workspace Prompt: A "Create Workspace" pop-up will appear automatically after you log in.
  2. Enter Workspace Name: Type in a name for your workspace.
  3. After entering the workspace name, you will be redirected to your newly created workspace's URL.
  4. Dashboard Overview: You will immediately see your workspace dashboard, which will initially display no tasks.

3. Add and Assign Tasks

Start adding tasks to your workspace:

  1. Open New Task Modal: Click the + Add your first task button on your dashboard to open the New Task Modal.
  2. Fill in Task Details:
    • Title: Enter a concise title for your task.
    • Description (optional): Provide more details about the task.
    • Status: Select the task status (e.g., To Do, In Progress).
    • Labels: Add relevant labels to categorize the task.
    • Priority: Set the priority level (e.g., Low, Medium, High).
    • Effort Estimate: Estimate the effort required to complete the task.
    • Due Date: Choose a deadline for the task.
  3. Create Task: Click the Create Task button to add the task to your dashboard. If you need to cancel, click Discard.

Next Steps

Now that you've set up your workspace and added tasks, explore more features to maximize your productivity:

Need Help?

If you encounter any issues or have questions, visit our FAQ or Contact Support for assistance.

Start managing your tasks efficiently with Squared today!