Quick Start Checklist

Use this checklist to ensure you've completed all essential setup steps and are ready to manage projects effectively in YAPL.

Account Setup

Complete these foundational steps first:

• Created YAPL account - Registered with email and password
• Verified email address - Clicked verification link in email
• Set up profile information:
  • Full name
  • Job title (optional)
  • Profile picture (optional)
  • Bio (optional)
• Configured display preferences:
  • Language (English or Turkish)
  • Theme (Light, Dark, or System)
  • Date and time format

Workspace Configuration

Configure your workspace foundation:

• Completed workspace setup:
  • Workspace name configured
  • Description added (recommended)
  • Industry type selected
• Set regional preferences:
  • Default currency
  • Date format
  • Fiscal year start month (for financial reporting)
• Added company information:
  • Organization type (Individual or Company)
  • Company/Individual name
  • Tax ID (for invoicing)
  • Billing address
• Configured project numbering:
  • Code prefix set
  • Year format selected
  • Sequence length configured

Subscription & Billing

Ensure your subscription is properly configured:

• Selected subscription plan:
  • Trial (14 days with Professional features)
  • Basic ($15/month, 3 seats, 5 projects max)
  • Professional ($69/month, 10+ seats, unlimited projects)
• Reviewed seat allocation:
  • Understand included seats
  • Know how to add seats if needed
• Set up payment method (if not on trial):
  • Added credit card or payment info
  • Verified billing address

Team Setup

Organize your team structure:

• Created at least one team:
  • Team name reflects its purpose
  • Description explains team scope
• Invited team members:
  • Sent email invitations or shared links
  • Assigned appropriate roles (Lead, Member, Viewer)
• Verified team access:
  • All members successfully joined
  • Roles match responsibilities
• At least one Lead per team:
  • Each team has administrative coverage

First Project

Establish your initial project:

• Created first project:
  • Clear, descriptive project name
  • Appropriate status (Planning recommended for new projects)
• Set project details:
  • Start date defined
  • End date set (after start date)
  • Budget entered (optional but recommended)
• Assigned teams to project:
  • At least one team assigned (required for non-owners)
  • Correct teams have access

First Plan

Begin scheduling work:

• Created a plan for your project:
  • Meaningful plan name
  • Initial version name (e.g., "v1.0" or "Baseline")
• Added initial tasks:
  • At least a few high-level tasks
  • Organized with WBS hierarchy
• Set task details:
  • Durations estimated
  • Start dates aligned with project start
  • Dependencies defined between related tasks

Advanced Setup (Optional)

Enhance your workspace with these optional configurations:

Resource Management

• Set up resource pool:
  • Added equipment resources
  • Added material resources
  • Set resource rates and costs
• Created resource groups:
  • Organized resources into crews or departments

Notification Preferences

• Configured notifications:
  • Email notification preferences
  • Push notification settings (if supported)

Security Settings

• Enhanced account security:
  • Strong password set
  • Recovery options configured

Custom Statuses

• Created custom task statuses (if needed):
  • Added workflow-specific statuses
  • Assigned appropriate colors

Verification Steps

Before considering setup complete:

Test Core Workflows

• Can create and view projects
• Can create and view plans
• Can add and modify tasks
• Can invite and manage team members

Confirm Access

• Team members can log in
• Team members see correct projects
• Permissions work as expected

Review Dashboard

• Dashboard shows your projects
• Activity log captures actions
• Metrics display correctly

Common Issues to Check

If something isn't working, verify these common problems:

Projects Not Visible

• Team not assigned to project
• User not in assigned team
• Project is archived

Cannot Create Content

• Subscription limit reached
• Insufficient permissions
• Required fields missing

Team Members Can't Join

• Invitation expired (7-day limit)
• Workspace member limit reached
• Email in spam folder

Features Missing

• Subscription tier doesn't include feature
• Feature requires Professional tier
• Contact support for enterprise features

Ready to Go!

Once you've completed this checklist, you're ready to start managing your projects effectively with YAPL.

Quick Reference

What's Next?

Explore the User Guides to learn about:

• Project Management - Advanced project features
• Plans - Detailed scheduling
• Tasks - Work breakdown structure
• Gantt Charts - Visual timeline planning
• Kanban Board - Agile task management
• Resources - Equipment and material tracking
• Billing - Subscription management