Your first goal is simple: put a schedule in the right project, check that it represents your plan, and make it easy for the right people to find.

If someone has already shared a schedule or invited you to a project, open that invitation while signed in with the invited email address. You can start with the schedule tour; you do not need to create another project. If you were asked to report progress, use Submit a progress update.

1. Choose your workspace

Sign in and check the workspace selector in the top bar. A workspace holds projects, reusable assets, and membership. Use your personal workspace for your own work, or select your organization’s team workspace for shared project work.

The workspace choice matters: a project created in your personal workspace is not automatically part of your company’s team workspace. If the expected workspace is missing, check your invitation and account before creating a replacement.

2. Create a project

1. Open Projects in the workspace section of the sidebar.
2. Choose Add Project. You can also choose New project from Home.
3. Enter a recognizable name and ID. For example, use “North Building Renovation” and “NBR”. Add a description or project photo if useful.
4. Work through the project attributes, client, location, and team steps. These help people find and understand the project; they are separate from schedule activities.
5. Review the details and create the project.

You need permission to create projects in the selected workspace. If the workspace cannot be selected or the action is missing, ask a Workspace Owner or Admin. See Projects for the full setup guide.

3. Bring in a schedule or start a new one

Open the project’s Files page and choose the route that matches your situation:

Importing a file does not require you to rebuild the schedule by hand. Review import warnings before continuing, especially omitted relationships or calendar limitations.

For a new schedule, start small: create a “Construction” WBS, add “Prepare area,” “Install equipment,” and “Inspect work,” and link them in that order. Set the correct working calendar before relying on the calculated dates. Build activities and WBS explains the editing steps.

4. Check the schedule before using it

Open the schedule and check these items:

• Status date: the boundary between reported progress and remaining work.
• Calendar: the working week, hours, holidays, and any special shifts.
• Milestones and finish: whether the important dates match what you expected.
• Logic: whether predecessor and successor relationships make sense.
• Progress: actual dates and remaining durations for work already underway.

Use Details to inspect a selected activity. Turn on Links to see relationships and open Quality for checks worth investigating. An imported schedule may be locked; review it before choosing to unlock and calculate it. Calculation can change imported forecast dates according to Syncify’s rules.

5. Make the file easy to find

Back in Files, mark the intended working file Current. The project’s Schedule navigation and Open Current action then lead people to that schedule.

If you have an approved plan to measure against, preserve it as its own file or version and mark it Baseline. Tag reporting snapshots with Update # so dashboard history has an ordered series. These labels serve different purposes; Schedules and versions explains when to use each.

6. Prepare a useful view

In the schedule, choose Views to start from an available layout. Use Filter, Group, Sort, and Add column to focus on the work you need. Save a personal view for repeat use, such as a two-week lookahead or milestone review.

A view changes how you see the schedule. It does not create a new schedule or delete hidden activities. See Views and filters.

7. Share or report

Use Share to give someone access to this schedule or the whole project. Choose the scope deliberately: a schedule share is for reading that file; project membership can include editing and access to other project schedules.

For a meeting handout, use Print and check the preview before downloading the PDF. For recurring team progress collection, a Project Admin can use Progress on a Premium team project.

Your first setup is ready when the right file opens from Schedule, its dates and calendar have been checked, and a teammate can find the material they need. Continue with navigation, sharing, or printing.