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Getting Started

Set up your first project and start collaborating with your team

🚀 Welcome to Project Brain: This guide will walk you through the essentials to get up and running quickly.
Workflow

From first login to active workspace

1
Sign in Create your account or log in with Google.
2
Choose workspace Join an existing team or create a new one.
3
Set project Name the project and invite the right people.
4
Add work Create your first board, columns, and tasks.
5
Capture context Save meetings, decisions, and project notes.
6
Start daily loop Use Dashboard and AI Brain to keep moving.
LogiPlanner login page
Join or create workspace page

Welcome to Project Brain

Project Brain is an AI-powered project management and memory system designed to help teams collaborate effectively and never lose important information.

Key Benefits:

  • Centralized project information in one place
  • AI-powered insights and recommendations
  • Seamless team collaboration
  • Complete project history and memory
  • Smart task and meeting management

Step 1: Create Your First Project

Project Setup

  1. After signing up, you'll be prompted to create your first project
  2. Enter a project name (e.g., "Product Launch Q2")
  3. Add a project description (optional)
  4. Click Create Project

Project Basics

Once created, your project includes:

  • A dedicated workspace for your team
  • Dashboard for quick overview
  • Boards for task management
  • Meeting notes system
  • Project memory and timeline
  • AI Brain for intelligent insights

Step 2: Invite Your Team

Adding Team Members

  1. Go to Settings → Team Members
  2. Click Invite Member
  3. Enter team member email addresses
  4. Assign roles (Owner, Admin, or Member)
  5. Click Send Invites

Understanding Roles

  • Owner: Full control, can manage team and settings
  • Admin: Can manage project content and invite members
  • Member: Can view and contribute to project work

What Happens Next

Team members will receive an invitation email with a link to join your project. They can accept and start collaborating immediately.

Step 3: Set Up Your First Board

Creating a Kanban Board

  1. Navigate to Boards
  2. Click + New Board
  3. Choose a template or start blank
  4. Add columns for your workflow (e.g., To Do, In Progress, Done)
  5. Start adding tasks

First Tasks

Add your first tasks to get familiar with the system:

  • Click + Add Card in any column
  • Enter task title
  • Assign it to a team member
  • Set a due date
  • Drag cards between columns as work progresses

Step 4: Explore Your Dashboard

Dashboard Overview

Your Dashboard provides a quick view of:

  • Active tasks and deadlines
  • Team member assignments
  • Project progress
  • Recent updates
  • Quick action buttons

Starting Your Day

Use the Dashboard as your starting point each day to:

  1. Check your assigned tasks
  2. See upcoming deadlines
  3. Review team updates
  4. Plan your day

Step 5: Capture Your First Meeting Notes

Recording a Meeting

  1. Go to Meeting Notes
  2. Click + New Note
  3. Enter meeting title and attendees
  4. Click Start Recording (optional)
  5. Type your notes during the meeting
  6. Click Save

Adding Key Information

Include in your notes:

  • Key decisions made
  • Action items with owners and due dates
  • Important blockers discussed
  • Next steps agreed upon

Step 6: Build Your Project Memory

Starting Your Timeline

  1. Go to Project Memory
  2. Click + New Entry
  3. Choose entry type (Update, Decision, Milestone)
  4. Add title and description
  5. Attach relevant documents
  6. Click Save

Important Entries to Create

  • Project goals and objectives
  • Key decisions and their reasoning
  • Milestones achieved
  • Lessons learned
  • Important documents and resources

Step 7: Talk to Your AI Brain

Asking Your First Question

  1. Click AI Chat in the sidebar
  2. Type a question about your project
  3. Press Enter to send
  4. Wait for AI to analyze and respond

Try These Questions

  • "What are our main project goals?"
  • "What tasks are due this week?"
  • "Summarize what happened in last week's meeting"
  • "What decisions have we made about the architecture?"
  • "What's the current project status?"

Quick Reference: First Week Checklist

  • ☐ Set up your profile and picture
  • ☐ Invite all team members
  • ☐ Create your first board
  • ☐ Add initial tasks
  • ☐ Capture meeting notes
  • ☐ Add project goals to memory
  • ☐ Ask the AI Brain a question
  • ☐ Customize your dashboard
  • ☐ Share a document or resource
  • ☐ Explore all the features!

Tips for Success

  • Stay consistent: Use the system daily to build habits
  • Keep information updated: Regular updates make AI insights better
  • Involve your team: The more people contribute, the better it works
  • Document decisions: Your future self will thank you
  • Don't be afraid to explore: Try different features to find what works
  • Use the help center: Detailed guides are available for each feature

Need Help?

If you have questions:

  • Check the relevant guide in the Help Center
  • Ask the AI Brain for help
  • Contact your project administrator
  • Review the feature documentation

Happy collaborating! 🎉

Getting Started
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