This short to-do list will get you up and running quickly with a few of the most important features. Before jumping in, check out the Getting Around in Propared article for a high-level tour of each area of the platform.
1. Create a Project (or two)
A Project in Propared will usually represent an event (or series of events) such as a performance, lecture, festival, tour, conference, or other production.
Navigate to the Projects screen, Create a new Project, and give it a name.
2. Add some folks to your Project Team
Your Project Team is comprised of every Person, Organization, and Location involved in your Project. They could be internal staff, part-time employees, contractors, suppliers, clients, venues and everyone in between. Adding people to your team doesn't initiate any contact with them. It's purely a management and organizational tool.
Add a Team Member. If you have them, include their email, role, and any groups you'd like to add them to (You can also add a role before you even know who the person is!).
Once added, this person will appear in your Contacts for later use.
3. Add Tasks to your Timeline
A Task in Propared represents a specific "thing" that will occur during some stage of your Project. It could be a meeting, deadline, to-do, crew call, arrival, departure, pickup, delivery, goal, cue, or anything in between. So go ahead and Add some Tasks! While doing so, you can link Contacts to Tasks using the Team and Location fields and create groupings of tasks using Department and Category Tags. Using the notes field, you can also link out to other files that you're storing in Dropbox, Google Drive, or other systems.
While you're at it, check out "Batch Selecting", "Cloning", and "Shift Timeframe" tools for ways to work with loads of Tasks very quickly.
4. Create a Schedule for your Project
Once your Project Timeline is filled with beautiful details, it's time to start sending schedules.
Schedules in Propared are simply subsets of your Timeline. They are created in the Filter screen by choosing which details from your Timeline you'd like to filter by including Projects, Contacts, Locations, Departments, Categories, Date Ranges, and more!
Propared automatically adds a schedule for every Project you create so assuming you've been following along you'll see your first schedule on the Filter screen waiting for you. Go ahead and click on it!
The schedule opens in a separate browser tab. You can bookmark this link and also share with anyone you want. Revisit it at any time to see the most up to date information.
Wasn't that easy?
Now that you've got the basics under your belt, it's time to learn how to incorporate Propared into your Organization. Give us a shout and we'll set up some time to chat!