Getting Started

This guide walks you through the basics: opening the app, choosing a project, and visiting each main view.

Open the app

1. Sign in to Appfactory Studio
2. Open Coordinator PM from your dashboard or apps menu
3. The app loads with your last selected project (or the first project in the list)

The layout

Left sidebar

• Project dropdown — switch between projects
• New Project — create a project
• Navigation links — Dashboard, Kanban, Task List, Table, Gantt, Budget, Settings

Top bar

• Notifications (bell) — alerts and updates
• Theme (sun/moon) — light or dark mode
• User menu (avatar) — profile and sign out

Your first project

If you already have projects, pick one from the Project dropdown. To create a new one:

1. Click New Project under the dropdown
2. Enter a name and optional description
3. Click Save

The new project starts empty—you can add tasks from the Task List, Kanban, or Table.

Switch projects

1. Choose a different project from the Project dropdown
2. Confirm when asked (unsaved work on the current screen may be lost)
3. Wait for the loading screen
4. You’ll land on the Dashboard for the new project

Try each view

Step	Go to	Try this
1	Dashboard	Review total, in progress, completed, and overdue counts
2	Task List	Add a task with “Add a new task…”
3	Kanban Board	Drag the new task to In Progress
4	Table	Open the task row menu (⋮) and add details or a due date
5	Gantt Chart	See the task on the timeline (if it has dates)
6	Budget	Click Create Budget if you need to plan costs

Add a task (three ways)

Task List — type a name and press Enter or click Add Task

Kanban — click + on a column and enter title and description

Table — click Add task in the toolbar

All three create the same task; pick whichever view fits your workflow.

Edit a task

• Task List / Kanban — click Edit to open the task panel on the right
• Table — click a cell to edit inline, or use ⋮ → Edit task for the full dialog

From the task panel you can set assignees, status, priority, dates, progress, and sub-tasks.

Next steps

• Dashboard — understand the overview charts
• Kanban Board — run day-to-day workflow
• Table — plan complex work with hierarchy and filters
• Budget — set up a project budget