Procezo's Guide
  • About Procezo
  • Getting Started
  • Quick Guide to Procezo
  • How to Onboard and Invite Your Team
  • How to Create Your First Project
  • All about Features
    • All Procezo features
    • Organisation
    • Tasks
    • Task Lists
    • Projects
    • Project Views
    • Custom fields
    • Project Library
    • Public Form
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  • ‌How to create an Organization
  • Step 1: Create an organisation
  • Step 2: Invite People
  • Step3: Project creation

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  1. All about Features

Organisation

Organise your work, guide and manage your team all in one place.

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Last updated 5 years ago

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An organisation is the top-level unit of Procezo. It connects all the employees at your company in a single space based on your company’s shared email domain. It encompasses all the projects you will be organizing and all the data related to these projects and is the first thing you will need to create to get started. You can perform the following operations in an organisation:

Sub Features

Description

Multiple organisation

Navigate multiple organisations and work-spaces with a single account. Guide your teams to success

User management

Manage 100s of users. All in one place.

Team management

Guide multiple teams and never miss a deadline again.

Easy access to with Goggle SSO

Already have a Google account? Sign-in to Procezo in just a few clicks!

Set permission and roles

Control who sees what. Set permissions and create roles to assign work.

‌How to create an Organization

  • A user can sign up/log in with email/password or with Google account.

  • User can sign up in the following steps:

Step 1: Create an organisation

The user is taken to the organisation creation where user enters organisation name.

- Organisation name eg Procezo

Once filled and clicked continue they are redirected to a page where they can invite other members to their project as described in step 2

Step 2: Invite People

This step lets the admin invite people to collaborate on Procezo

User can provide a list of emails of people separated by a comma to invite them on the portal. Upon invitation, people will get mail notification.

Step3: Project creation

Here user can create a project either by selecting a template from our list of predefined templates or with a blank template.

1. Select a blank template and create your project from scratch.

2. Save time by starting with one from our list of predefined templates.

3. You can use automatic imports to migrate your projects from Trello and Asana.

After creating a project you will be directed to the project board to start your project by creating tasks and collaborating with your team.

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