Quick Start

1. Sign Up and Log In

1. Open the registration page at app.planovik.pro/register.
2. Enter your email address, full name, and password (or sign in using supported authentication providers).
3. Once logged in, your main workspace will open.

To reset a forgotten password, use the Password Recovery form.

---

2. Personal and Team Workspaces

All platform data (tasks, Kanban boards, documents, finance) is isolated into workspaces:

• Personal Workspace: Created automatically upon registration for managing personal tasks, habits, and finance.
• Team Workspace: Created manually for collaborative projects. You can invite colleagues via link and manage roles.

User Roles: Owner (full control), Admin (access management), Member (creating and completing tasks), Guest (view-only mode).

---

3. Creating Your First Project and Task

1. Navigate to the Tasks module via the left ribbon.
2. Create a new project (task list) in the sidebar.
3. Add your first task: enter a title, set priority, due date, and subtasks if needed.
4. Click on the task card to open detailed view: assign a teammate, attach a document, or adjust edit permissions.

Useful Keyboard Shortcuts:

Shortcut	Action
Alt + K / Ctrl + Space	Open AI Command Center
Alt + I	Toggle AI Assistant drawer
/	Focus search input
N	Create new task
1 – 9	Switch between modules
Shift + /	Keyboard shortcuts cheat sheet

---

4. Creating Your First Document

1. Open the Knowledge Base module in the left ribbon.
2. Click Create Document and enter a title.
3. Format your text using the visual editor or switch to Markdown mode.
4. Create nested subpages in the navigation tree and link documents directly to task cards.

Detailed instructions: Knowledge Base.

---

5. Next Steps

• Customize module order in the sidebar.
• Seamlessly import tasks and boards from Trello or Todoist via “Account Settings → Backup & Import”.
• Invite your team in Team and Workspaces.
• Try the smart AI assistant in AI Assistant.
• For external integrations, visit External API.