Quick Start Guide
Get started quickly so you can use our three visionary web-based planning and scheduling tools.
Getting Started
Welcome: Try out our 3 Scheduling Apps with full functionality for free, includes data limits! No registration or installation needed:
Subscription Purchase: To unlock the data limits, subscriptions are available. Use the Pricing Table to purchase a subscription to suit your budget and data requirements.
Registration Process: To make a purchase, you have to register for free with an email and password. After registration is confirmed via email, log in and purchase your desired subscription. Use the email/password combination as your license to log in and enjoy our products with increased data limits and optional cloud publishing.
Free Use: In case you missed it, the free use of our products has data limitations. We do not cut functionality just because its free. These limitations are based on the number of projects, tasks, resources and Pubsets. When you buy a subscription you can manage larger projects, sprints or portfolios of projects and get more Pubsets.
How to use the Spreadsheets!
For advanced users, We recommend using our spreadsheet for quick and productive data entry and synchronizaton.
Download the Spreadsheet
The spreadsheets include important application seed data. The simplest way to get started is to copy and paste your existing project data into the Timebars sheet and the MetaData sheet of the tbClient Workbook. Make up unique IDs and set the Parent ID for each row. After saving the spreadsheet file, simply drag and drop it onto the Canvas. Your new project and task information will be imported and stored in the browser.
Important Spreadsheet Naming Requirements
- The filename must begin with "tbClient" (first 8 characters)
- After "tbClient", you can add any additional text to the filename
- The file must use one of these extensions: .xls (Excel), .xlsm (Excel with macros) or .ods (OpenOffice/LibreOffice Calc).
Example valid filenames: bClient_January2025.xls, tbClientCustomerData.xlsm, tbClient-project-database.ods etc. Incorrectly named files will not be recognized by the import system.
When using drag-and-drop for data import, a backup of the existing data is automatically generated beforehand. This backup file will be stored in the default folder for your browser (usually the Downloads folder). If needed, you can restore the data to its previous state by dragging and dropping the backup file back onto the Canvas.
After completing the drag-and-drop spreadsheet import for the first time, you will need to log in again and refresh your browser to store your license in the cache. Once this is done, your license will be included with the data when exporting from the browser to the spreadsheet, so you won't need to log in every time.
Spreadheet Automation
Inside the spreadsheet are many macro-based buttons such as Import, Format, Validate Make Pick Lists and Show/Hide columns. Use the validator to clean your data e.g. mandatory columns have data. The validator will highlight dirty data in red. Fix your data before importing.
Exporting and importing into the spreadsheet can be used as as additional data backup for added data integrety and confidence. Exporting is easy, click the yellow up arrow on the black menu bar at the top. It will create csv files. To import the csv files, open the spreadsheet, go to the desired tab e.g. Timebars and click the Import Button.
There are many other custom macros in the speadsheet to help improve productivity. Go ahead, download and explore them. You never have to use bulky data entry forms, use spreadsheets with picklists on cells for clean data entry. We guarantee that using our spreadsheet to build up your project information will improve productivity and make project management fun again.
Next Steps!
Read the product Knowledge base articles at the corresponding product libraries:
Learn about the features to quickly understand how to use our products without training.
Contact Information
We do not have Project Management, Agile or PPM training courses. If you need to learn about these topics, take a look at these free third party offerings. We are not affiliated with them.