This video from Tactplan guides new users on how to create a user account on the platform, which is the first step to accessing and utilizing Tactplan's project management features.
Key points include:
- Initial Setup: To begin using Tactplan, new users must first create an account by visiting tacplan.com. The process starts by entering a valid email address and creating a strong, memorable password.
- Email Verification: After registering, users will receive a verification email. Clicking the verification link in this email confirms the signup and redirects the user back to Tactplan.
- Completing User Profile: Upon successful verification, users can log into Tactplan for the first time. They will be prompted to enter their first and last name, and optionally, a phone number which will be visible to other project members.
- Finalizing Account Creation: After filling out the profile details, users must click the "create user profile" button to finalize the setup and begin using Tactplan.
This video is essential for individuals new to Tactplan, providing them with step-by-step instructions on how to access and set up their user profile effectively, paving the way for project management and collaboration within the platform.