Quick start guide

This guide takes you from a fresh account to your first delivered task in about ten minutes.

1. Create your account

Sign up from the homepage. You create a company (your workspace) and become its administrator. No credit card is needed on the free plan.

2. Create your first project

1. Go to Work > Projects and select Add Project.
2. Give it a name, a deadline and (optionally) a client.
3. Add project members: they will see the project in their own workspace.

3. Add tasks

1. Open the project and go to the Tasks tab, or use the global + button.
2. Every task can carry an assignee, due date, priority, type (Task, Bug, Content, Design, Meeting), labels, files, subtasks and a checklist.
3. Switch between List, Board and Calendar views at any time; it is the same data.

4. Track your time

Open any task and press Start Timer. Stop it when you are done: the hours land on the task, the project and your timesheet.

5. Automate one thing

Go to Work > Automations and install the recipe Auto-assign new tasks round robin. From now on, new tasks distribute themselves evenly across the team. That is the habit that makes Vivotics feel like an operating system instead of a to-do list: whenever you notice a repetitive step, automate it.

6. Invite a client

Add the client under Clients, then generate a magic link so they can open their portal without a password. Assign them a task ("Upload your logo files") and it appears in their action items.

That is the loop: work comes in (email, forms, tickets), gets assigned automatically, gets done, and the client sees progress without asking you for status.