Getting started with Inai Momentum

1Sign in for the first time

Start by checking that you can reach your workspace.

1. Open the sign-in link you received from your administrator or the inaivia team.
2. Enter your Email and Password, then select Sign In, or select Sign In with Google.
3. Open Settings. Under Profile & Account, add your name and job title, and select Configure 2FA to protect your account.

2Set up your workspace

Open Settings, and look under Workspace Governance.

1. In General Info, add your workspace details.
2. In Working Days & Hours, set when your team works.
3. In Resource & Capacity, set your capacity rules.
4. In Methodology & Flow, set how your projects run.
5. In Custom Fields & Data, add any extra fields you need.

3Bring in your team

Add people before you assign work.

1. In Settings, open Members & Roles to add people and set their access.
2. Open Teams and select Create Team to group people.
3. In Email & Templates, check the emails your team will receive.

4Create your first project

Guided setup is the quickest way to begin.

1. Open Projects and select Guided setup.
2. Follow the four steps: Project, Structure, Tasks and Review.
3. Open Plan to check your phases and dates on the timeline.
4. Open Tasks and choose the view your team prefers: List, Board, Gantt, Calendar or Table.
5. When a project works well, open Templates and capture it to reuse later.

Tip: Start with one real project and a small team. It is the quickest way to find the setup that suits you.