Create a project
To create a new project, head over to the "Active Projects" section. Here, you'll find both an "Add New Project" button and a "+" symbol at the upper-right corner.
The project creation process unfolds in four straightforward.
Step 1: Project Description
In this initial phase, you'll have the opportunity to provide a name for your project, a project link, and a project description. While client name and description are optional, they can be valuable additions to your project overview.
Step 2: Adding Team Members and Inviting Clients
In this step, you can seamlessly invite team members who will be actively involved in the project, as well as extend invitations to your clients.
You have the flexibility to send invites via email and select the role for the invitee: admin, manager, or commenter.
You can generate a unique link for the entire team, which can be manually shared with each team member or clients' team. Before generating the link, you can specify the intended role: admin, manager, or commenter.
Upon generating the link, it will be automatically copied to your clipboard, ready to be dispatched to your team members.
Step 3: Widget Code Integration
In this stage, you'll need to seamlessly integrate the GoComment widget into your project's website. You can send instructions via email to your web developer or copy the code snippet for manual installation.
Step 4: Setting Up Integration with Task Trackers
In the final phase, you'll have the option to integrate GoComment with popular task tracking applications, including Notion, Trello, Jira, Monday, Teamwork, GitLab, Asana, and ClickUp. If integration isn't necessary for your workflow, you can skip this step.
Following the completion of these four steps, your new project will be successfully created, and you'll find it conveniently displayed on your "Active Projects" dashboard.
With your project in place, you're all set to dive into your work!
Should you have any queries or require further assistance, feel free to reach out.