Quick Start
By the end of this guide, you’ll have a company workspace set up, your first project created, team members invited, and your first task assigned — in under 5 minutes.
This guide walks you through creating your account, setting up a workspace, building your first project, and inviting your team. By the end, you will have a working project board with tasks and a sprint ready to go.
Create Your Account
Visit intuitivepm.net and click Get Started. Enter your email address and choose a password, or sign up with an existing Google or GitHub account.
Check your inbox for a verification email and click the confirmation link.
Add your name and optional avatar. Once complete, you are taken to the company setup screen.
Your account is active and you are logged in to the IntuitivePM dashboard.
Set Up Your Company Workspace
Every IntuitivePM account belongs to a company workspace. This is the top-level container for all your projects, team members, and settings.
Click Create Company from the onboarding screen.
Enter your company name (for example, “Acme Corp” or “My Startup”). Optionally upload a company logo and set your timezone.
Click Create to finalize the workspace. You can manage multiple companies from a single account — use the company switcher in the top-left corner of the sidebar.
Your company workspace is created and you see the main IntuitivePM dashboard with an empty projects list.
Company Settings
After creation, you can adjust company settings at any time by navigating to Settings > Company. Available options include:
- General — Company name, logo, and timezone.
- Members — Invite and manage team members with role-based permissions.
- Billing — View AI credits usage and manage your subscription.
- Integrations — Connect Slack, Microsoft Teams, or Email for notifications.
Create Your First Project
IntuitivePM offers two ways to create a project: manually or with AI Project Assist.
Option A: Manual Project Creation
Click the + New Project button in the sidebar or on the Projects page.
Enter a project name and optional description. Choose a project visibility: Private (invited members only) or Company (visible to all company members).
IntuitivePM provides default lanes (To Do, In Progress, Done), or you can customize them to match your process (for example, add In Review or QA).
Click Create Project.
Option B: AI Project Assist
If you have a general idea of what you want to build but need help structuring it:
Click + New Project and select the AI Project Assist tab.
Write a description in natural language. For example:
Build a mobile app for a restaurant chain. Users should be able to browse
the menu, place orders, track delivery, and leave reviews. We need both
iOS and Android versions with a shared backend API.Select your preferred AI service. The list depends on what your company has approved, usually Claude, OpenAI, Gemini, or Mistral. Some workspaces may also approve optional providers such as GLM/Z.ai, Kimi/Moonshot, or a company-managed Enterprise AI service.
Click Generate. AI Project Assist creates a complete project structure with epics, tasks, and milestones. Review the generated structure, make any adjustments, and click Confirm to create the project.
Your project is created with AI-generated epics and tasks already populated on the board, ready to review and assign.
For a detailed walkthrough, see the Creating Projects guide.
Invite Team Members
A project is more useful with a team. To invite members:
Open your project and click Settings in the project sidebar, or navigate to Settings > Company > Members.
Click Invite Member and enter the email address of the person you want to invite.
Choose a role: Owner (full control), Admin (manage settings and members), Member (create and edit tasks), or Viewer (read-only access).
Click Send Invite. The invited user receives an email with a link to join. You can invite multiple people by adding several email addresses separated by commas.
Invited members appear in your Members list with a “Pending” status until they accept the invitation.
Create Your First Task
With your project set up, it is time to add work items.
Open your project board (the default view is Kanban).
Click the + Add Task button at the top of any workflow lane, or press Ctrl+N to open the new task dialog.
Enter the task details: Title, Description (supports Markdown), Assignee, Priority (Urgent, High, Medium, Low, or None), Labels, Epic (optional), and an estimate.
Click Create Task. The task appears in the selected workflow lane, showing the title, assignee avatar, priority badge, and its estimate.
Effort is tracked in whichever unit your company has configured. The default is Hours (logged against estimated), with Points (Jira-style story points) and a custom unit as alternatives. Set the company-wide default under Effort Tracking in system settings; individual projects can override it. The rest of this guide says “story points” where a points-based setup is assumed.
You can also create tasks from the list view, or let AI Epic Assist generate tasks when breaking down an epic.
Set Up a Sprint
Sprints help you organize work into time-boxed iterations. To create your first sprint:
Open the Sprints section in the project sidebar and click + New Sprint.
Set the Name (for example, “Sprint 1”), Start Date and End Date (two-week sprints are a common starting point), and optional Sprint Goal.
Click Create Sprint. Then open it, click Add Tasks or drag tasks from the backlog, and review total story points to avoid overloading.
When ready, click Start Sprint. Monitor progress on the project Dashboard using the Sprint Progress and Burndown Chart widgets.
The sprint is listed as Active and tasks assigned to it are visible in the sprint board view with progress tracking enabled.
Story Point Poker
For teams that estimate collaboratively, IntuitivePM includes a built-in story point poker feature. During sprint planning, team members can vote on story point estimates for each task, and the final estimate is set based on team consensus.
What’s Next
You now have a working project with tasks and a sprint. Here are some recommended next steps:
- Navigating IntuitivePM — Learn the interface, sidebar sections, and keyboard shortcuts.
- Boards and Views — Switch between Kanban and list views, apply filters, and customize columns.
- Project Templates — Save time on future projects by using built-in or custom templates.
- Dashboards — Set up widgets to monitor sprint progress, team workload, and project health.
- Virtual Colleagues — Automate recurring tasks with AI-powered team members.
- Integrations — Connect Slack, Microsoft Teams, or Email to keep your team in the loop.
Next Steps
Now that your workspace is set up and your first project is running, here are three high-impact next actions:
- Invite your team and assign them to tasks → Creating Projects
- Explore board views to filter, group, and visualize your work → Boards and Views
- Set up Slack notifications so your team stays informed without checking the app → Slack Integration