Onboarding to Pacei: A Quick Start Guide

In this quick starter guide, we'll show you how to easily onboard to Pacei, set up your essentials, and start managing projects in no time. The best part? You don’t need any payment details to get started—it’s free and straightforward!

We’ve streamlined the onboarding process to just a few clicks. This tutorial will cover:

1. How to register and auto sign-in
2. How to create a project
3. How to create a task

1. How to Register and Auto Sign-In

You can sign up for Pacei in two ways:

A. Pacei Signup

The Pacei sign-up process includes a verification step to keep your account secure.

1. Visit https://app.pacei.com.
2. On the login page, click the Sign Up tab.
3. Enter your email and name, then click Send Verification.
4. Check your email for a verification code. If you don’t receive it, you can request it again after a short period.
5. Enter the verification code, create your password (following these rules):
• 3 to 20 characters long
• Must include at least one capital letter, one small letter, one number, and one special character (!@#$%^&*)
• Avoid using common dictionary words.
6. Click Sign Up to complete the process.

You will be automatically signed in after successful registration.

B. Social Signup (Google/Microsoft)

Social signup is quick and easy.

1. Visit https://app.pacei.com.
2. Click Sign in with Google or Sign in with Microsoft.
3. Follow the prompts to sign in with your credentials.

You will be signed in automatically after completing the process.

2. How to Create Your First Project

Once you’re signed in, you’ll be taken to the project list screen, where you can view all your projects.

To create a new project:

1. Click the +Project button in the top right corner to open a popup.
2. Enter your project name and project identifier (a unique ID that appears in the URL). You can also upload a logo (optional).
3. Click Create.

Your project will now appear on the project list screen.

3. How to Create Your First Task

Now that your project is ready, let’s create your first task:

1. Click on your project to enter it.
2. In the side menu, go to Tasks under the Operational section.
3. On the task list screen, click + Task in the top right corner to open a task creation popup.
4. Enter the task title (all other fields are pre-filled) and click Create.

Your new task will appear in the task list. You can click on the task to view its details in the task details screen.

Brief Overview of the Task Details Screen

Each task contains all the information you need for effective management:

• Status: Set based on workflow.
• Epic: Group the task belongs to.
• Assignees: Team members assigned to the task.
• Sprint: Sprint associated with the task.
• Label: Tags for easy tracking.
• Release Version: Version the task is linked to.
• Story Points: Complexity level.
• Estimated Time: Time to complete the task.
• Priority: Task importance.
• Title: Task summary.
• Description: Detailed description, organized into sections.
• Stubs: Sub-tasks within the task.
• Linked Tasks: Dependencies between tasks.
• Comments: Team discussions and feedback.
• Activity: Record of changes made to the task.
• Worklog: Time tracking for the task.
• My Notes: Personal notes visible only to you.

With this, you’ve successfully onboarded to Pacei, created your first project, and started exploring core features. More tutorials are on the way to help you dive deeper into Pacei's powerful capabilities.