When you first sign-up, you may navigate around to see what's in the Pie app, but this article may help you get a little more on how to get quick value. This is a simple example on how to create and start a new project from scratch with a few clicks.
Objective: Planning a vacation.
Players: Olive and Huckleberry (who goes by "Huck")
Let's go!
Olive and Huck are planning a nice summer trip to Yosemite. Last year's vacation ran into some snafus where they forgot to confirm their lodging and had to find another place after landed late at light. This time, they don't want to muck it up.
- Olive signs up with Pie and she then clicks around the app to get a feel of it.
- She clicks her avatar and goes to the Workspace page and renames her first workspace to "Personal". She plans to use this workspace for all of her non-business stuff. She renames her second workspace to "Quirk Shoes", her company's brand. This is sweet since she can assign team members to one and they will not see or have access to the other.
- While in Settings, he goes to My Profile page and adds his photo for the avatar. Looking great Olive!
- Olive would like to contain all of her vacation tasks as a simple short project. She was thinking of creating a set of personal todo tasks on the On My Plate page, but then thought it would be nice to contain them in a pie project and watch progress.
- She goes to the Project List page and clicks Create Project. She names her project "2018 Yosemite Vacation" and selects the "Personal" workspace. She adds Huck as a team member.
- The app auto sends Huck an invite. (More on Huck later.)
- Olive see the pie project open up and immediately clicks the Create Task button and adds the first task "Identify the best week for the trip" and as she hits enter a new create task field is there for the next one.
- Olive does her best with the task list by adding description, due dates, and assigns herself to some tasks and Huck to other. She then asks Huck to chime in.
- Huck logs in from his invite and immediately see the 2018 Yosemite Vacation project. He clicks it to open and starts to review the tasks, drag and drop to reorder, and adds a couple more with detailed descriptions. He also adds Airbnb links in a task description and uploads a PDF document on how to put together their new tent.
- Both Olive and Huck start to mark tasks done by clicking the progress button to the right of their tasks. Olive prefers to open the project to see the list of tasks for the big picture view, whereas, Huck prefers to just view them on his On My Plate page for the week and get to them there on his iPhone.
Well, that's the story, but thought to share that their vacation this year not only went without a snafu, but Olive decided to convert the project into a recipe for next year.
Check out a more robust set of features with the on-boarding employee process use story.
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