OpenProject First Steps tutorial
Welcome to OpenProject! In this article, you will find answers to your questions as a new user or system admin of OpenProject.
Video tutorial: Your first 6 steps when getting started with OpenProject
Our advice for every new user of OpenProject: Take a look at this video tutorial called “Getting started with OpenProject”. It shows you the first steps, which we recommend to all new users of OpenProject. Here’s your quick access to every one of the first 6 steps on how to…
- create a project
- invite team members
- create work packages
- create a project plan
- filter, group and save reports
- set up an agile board
See more video tutorials about OpenProject on our YouTube channel: https://www.youtube.com/c/OpenProjectCommunity
More questions? Find your answers!
Starting with a new project management software can be overwhelming. We support you in every step you take! To get you started, take a look at the following list of links and see if anything helps for your individual situation:
- Getting started: Your guide for the first steps in OpenProject, from signing in to inviting members, settings and starting with great features like Gantt charts and agile boards
- User guide: A complete documentation of every feature in OpenProject, explained with the help of images and videos.
- FAQ: Frequently asked questions for OpenProject – and, of course, their answers
- Glossary: Terms and their definitions that are often used in the context of OpenProject
- Use Cases: See how other organizations use OpenProject, for example in the field of resource or portfolio management
Tip: If you are looking for a link or document to share with new users of OpenProject, this “getting started” section might be particularly useful. Besides a short introduction to OpenProject, you will find linked information about the entire project management life-cycle. From project conception and initiation to project close. We advise reading all our documentation online, as you can navigate quickly to the section you’re interested in. But of course, you can also save the page as PDF and forward it to your coworkers.
Trainings and Support
Sometimes, reading guides is not enough. If you want to discuss the use case of your organization or get a more personal insight of the software, we offer trainings, consulting and other support. Most Enterprise customers book the “Getting started training” to learn the first important steps in a live tutorial.
- Getting started training: For all new OpenProject users
- System admin training: For OpenProject system admins
- Custom training: For everyone with individual training needs
- Consulting: For everyone with individual consulting needs
- Certification: For users who want to become certified OpenProject professionals
But see for yourself which training suits you best and book it here.
Take a look, share your feedback, and let us know what other topics you are interested in as a tutorial for OpenProject!
