# Quick Start Checklist (https://yapl.app/en/docs/getting-started/quick-start-checklist)

# 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

| Action | Location |
|--------|----------|
| Create Project | Projects > Create Project |
| Create Team | Teams > Create Team |
| Create Plan | Plans > Create Plan |
| Manage Settings | Settings (sidebar) |
| View Dashboard | Dashboard (sidebar) |
| Get Help | Docs or Contact Support |

## What's Next?

Explore the [User Guides](/docs/user-guides) to learn about:

- **[Project Management](/docs/user-guides/projects)** - Advanced project features
- **[Plans](/docs/user-guides/plans)** - Detailed scheduling
- **[Tasks](/docs/user-guides/tasks)** - Work breakdown structure
- **[Gantt Charts](/docs/user-guides/gantt)** - Visual timeline planning
- **[Kanban Board](/docs/user-guides/kanban)** - Agile task management
- **[Resources](/docs/user-guides/resources)** - Equipment and material tracking
- **[Billing](/docs/user-guides/billing)** - Subscription management