Quick Start Guide

Familiarize yourself with the Rindle basics.

Brian Faust avatar
Written by Brian Faust
Updated over a week ago

Rindle lets you manage your tasks, helping you stay productive and on top of your work.

There are a few suggested steps we recommend you take when getting started, which will help you set up your Rindle account in a way that works best for you.

  • Step 1: Creating Boards in Rindle

  • Step 2: Adding Tasks to Your Rindle Board

  • Step 3: Create Your First Automation

  • Step 4: Invite Team Members to Your Rindle Boards

  • Step 5: Creating a Baseline Workflow for Your Rindle Boards

  • Step 6: Extra Resources for You and Your Team

  • Step 7: Talk to us!

Step 1: Creating Boards in Rindle 

The first step is to create a board. Boards will hold all of your tasks. Click “Create Board” on the Boards screens.

Name your board

If you’re looking for a jump start, you can create a board from a Rindle Template. Select Choose Template.

If you're not sure which Starter Board to select, try the Baseline Workflow (we talk more about it in Step 5)

Then continue to add a group, start date, due date, select a board background and invite people to your board.

Your new board will contain three Lists by default: Todo, Doing, and Done. Get some inspiration on workflows you can create with lists.

If you’d like to learn more about boards, read more about how they work here

Step 2: Adding Tasks to Your Rindle Board

Now that you have a brand spankin’ new board and a few lists, it’s time to add Tasks! 

As we established earlier, Lists are the different stages in your board(s). Tasks live in those lists.

Adding tasks

You can add tasks to lists to help you keep track of tasks and stay ahead of your work on a regular basis.

To add a new task, click the "+" icon at the bottom of any list. After that, you will be prompted to fill out the name of your task. You can name the task anything you’d like — think of the task name as a mini description of your task.

Or, hover between tasks near the middle and a plus sign will appear to insert a task anywhere in the list.

Using Tags on tasks

A tag is a way of categorizing a Rindle task by type, represented by a color and term. If you need to segment your tasks further beyond lists, tags is the way to do it.

Tags are flexible and can ultimately be used in many ways, so here is some inspiration for how tags can be used from our Best practices for workflows article.

Step 3: Create Your First Automation

Looking for maximum productivity with managing your boards or notifying team members of important project changes? Consider adding automation to your workflow! 

To add an Automation, click on the Bot icon in the left board navigation menu.

Click Create

Start with something really simple like:
Trigger: Moved or added Task (to the Done list) Action: Mark the task complete

Click Save and Enable and you're on your way to automating your workflow. Drag and drop a task to Done and see what happens. Have fun! 

If you’d like to learn more about workflow automation, read more about how it works here.

Step 4: Invite Team Members to Your Rindle Boards

If you want to invite a team member to a board to collaborate on a work project, you can easily do so in Rindle. This is a great way to keep everyone on the same page. 

To add someone to a board, click Members in the left board menu. 

Click Add Members and type in the person's name or email address and click Add User.

If you can't find the person you want to add to your board when you type in their name or email address, they may not have a Rindle account. To invite them to Rindle, click Invite Users. This will invite them to Rindle and add them to the board in one step.

Pro-tip: Don’t want to add a team member to a board? Rindle comes with “direct assigning” which means you can assign tasks without inviting someone to a board! This helps keep board-clutter down while maintaining peak productivity.

Step 5: Creating a Baseline Workflow for Your Rindle Boards

We’ve seen a lot teams set up their boards, and believe us when we say that the way they organize their boards impacts their productivity and overall efficiency.

When considering where to start on your Rindle board, this baseline workflow will give you a solid foundation with ample room to adjust. Here are the lists you will use:

Backlog > In Progress > Blocked > Done

The power of four! Simple, compact, and concise.

Pro-tip: We provide this Baseline Workflow as a Rindle Template all packed up and ready to go for you. It even includes some simple automation to jump-start your productivity.

Step 6: Extra Resources for You and Your Team

In addition to our always-here-for-you concierge onboarding, Rindle has a lot of helpful tools for you if you have questions about importing your data, or anything else you may think of! 

Importing your data

Already have data in another project management tool? Well, great news! You can import your projects with the click of a button! Here’s a quick tutorial on how to get started. 

Concierge onboarding

If you were to ask one of our customers what their favorite thing was about Rindle, there’s a good chance they’d rave about our customer support. We’re proud to offer that same level of customer support right from the moment you start using Rindle: concierge onboarding.

With concierge onboarding, we learn more about you and your team and exactly the way you like to work. From there, we’ll help you setup Rindle — step-by-step. 

Step 7: Talk to us!

Still lost? Not sure where to go? We’re always available to chat directly from Rindle. Just click the little chat icon in the bottom-right corner.

Or, send an email to support@rindle.com and we’ll be right with you!

Did this answer your question?