When you first start out with Forecast, the most natural first step is to setup a simple project to learn how the tool works. Throughout your whole time within Forecast, you're able to contact us directly through the button in the lower right-hand corner of any screen.
First to get started, after logging in, through the "create"-button in the upper right-hand corner choose 'Project'.
Afterwards, you get to a new screen where you choose the name of the project, you choose a label that best describes and groups the project. If you use an agile / scrum project management method, tick the box, and specify the length of the sprints in the project. In case you follow the waterfall approach, keep the box blank, and click 'Create'.
Before you can begin to really make use of the collaborative parts of Forecast - you need to add your team members to the system, i.e. your organization. To do this, go to the "Admin"-settings through the menu in the upper right-hand corner.
First of all, you need to add roles through "Roles" in the left-hand menu.
Here, simply give the role a name, and click "Add role" as shown below.
Afterwards, continue to "Team members" in the left-hand menu.
Here you can add all of the team members you want to be using Forecast across different projects - through the dialog shown below.
Afterwards, go back to your project and add the team members to the respective projects. Find your projects through the "Projects"-tab at the top of your screen. Go to the project you wish to add new team members to, and choose "Team" in the left-hand menu. Here, simply type in a role or the name of a team member to add them to the project.
The person will automatically go to their default role, but you can always change this simply by drag and drop.
Use the Workflow
The main screen of your project is the 'Workflow'-tab. Here you're able to see the current stage of your project at anytime. Add cards, move cards between lists, and move it towards Done as the task progresses.
Click any card to expand the card, and reveal the card details; description, time, assigned people, sub-tasks, files, etc. Expand any section to edit the information.