Create an Organization

You belong to an Organization as soon as you sign up for TaskTrain. You can create more Organizations, each a separate workspace with its own members, Portfolios, Procedures, and billing plan.

1. Press your name at the top of the Navigation pane to open the User menu, and choose Create Organization.
2. In the General section of the Create Organization dialog, enter:
   • Organization Name (required).
   • Email: your e-mail address in this Organization. Use the address you sign in with, or another one.
   • An optional Organization Description and Economic sector(s).
3. In Plans, choose a Term (Year or Month) and a plan: Pilot, Plus, or Premium. Press Compare to see every feature side by side. You can belong to only one Organization on the free plan.
4. For a paid plan, enter your card in Payment.
5. Press Create.

   

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Overview

1. Organizations Overview

Step-by-Step

1. Add Members to an Organization
2. Update an Organization's Billing Information
3. Create a Portfolio