Introduction

What is Projectyl?

Projectyl is a project management platform that unifies Tasks, Documents, Chat, and Targets into a single workspace. Instead of scattering your team's work across separate tools for tasks, messaging, and documentation, Projectyl keeps everything together — organised by project, accessible to everyone who needs it.

It's built for small teams (3–12 people) who want to get work done without drowning in tool overhead.

Create an account

1. Navigate to the sign-up page.
2. Fill in your First Name, Last Name, Email, and Password.
   • Password must be at least 8 characters and contain at least one number.
3. Alternatively, click Sign in with Google to register using your Google account.
4. After registration, check your email for a confirmation link and click it to activate your account.

Tip: If you don't receive the confirmation email, check your spam folder. You can resend the confirmation from the sign-in page.

Sign in

• Enter your email and password, or use Sign in with Google.
• If you haven't confirmed your email, a link to resend the confirmation email will appear.
• If you arrived via a workspace invitation link, a banner will remind you of the pending invite — see Joining a workspace via invite for more.

Reset your password

1. On the sign-in page, click Forgot Password?
2. Enter your email address and submit.
3. Check your email for a reset link.
4. Click the link and set a new password.

Onboarding

After your first sign-in, if you don't belong to any workspace yet, you'll be guided to create one:

1. Enter a Workspace Name (required).
2. Optionally add a Description.
3. Click Create to enter your new workspace.

From here, you can create your first project, invite team members, and start adding tasks.

What's next?

• Workspaces — Set up your team's workspace, invite members, and manage plans.
• Projects — Create projects to organise your work.
• Quick Start Guide — Walk through your first 5 minutes in Projectyl.