Skip to content
Onplana Docs

Rollout for members and guests

Pro planMember

You come in last, on purpose: your projects and tasks are already set up. This is step 4 of the rollout guide for your plan: Pro, Business or Enterprise.

  1. Accept your invitation. See join a workspace by invitation. If your company uses single sign-on, sign in with it.

  2. Find your work in My Work. See work from My Work.

  3. Keep it up to date: status, progress and comments on the tasks assigned to you. See work with tasks and comment and mention.

  4. Pick where you work. Onplana in Microsoft Teams, or the Onplana Tasks app for Windows, Mac, iPhone, Android or your browser.

Guests see only the projects they were added to and nothing else in the workspace. Everything above still applies inside those projects.

For a fuller first week, read the member onboarding bundle.

Back to the rollout guide for Pro, Business or Enterprise.