Welcome to Examply Plus! 🎉 This guide will walk you through the key steps to get started quickly and make the most of your paid plan features.
✅ Step 1: Set Up Your Account
Log in to your Examply account.
Confirm your email address (check your inbox for a verification link).
Update your profile with your name, role, and profile picture.
👉 Tip: A completed profile helps teammates recognize and collaborate with you easily.
✅ Step 2: Invite Your Team
Go to Team Settings → Invite Members.
Add teammates by email (no limit on members in Plus).
Assign roles (Admin, Member, Viewer).
👉 Collaboration works best when your entire team is in Examply.
✅ Step 3: Create Your First Project
Click “New Project” from the dashboard.
Give it a descriptive name (e.g., Marketing Q4 Plan or Website Redesign).
Choose a template (Plus includes access to pre-built templates).
👉 Templates save time and ensure best practices from the start.
✅ Step 4: Add and Assign Tasks
Break your project into tasks.
Assign tasks to teammates with due dates.
Add custom fields (available in Plus) for things like priority or status.
👉 Use @mentions in task comments to tag teammates and keep discussions focused.
✅ Step 5: Organize With Views
Use List view for straightforward task management.
Switch to Board view (Kanban) for workflow tracking.
Explore Calendar view to see deadlines at a glance.
👉 Views help different team members work in the way that suits them best.
✅ Step 6: Use Collaboration Tools
Share files (10 GB storage included per user).
Comment on tasks for real-time collaboration.
Enable email and chat notifications so you never miss an update.
✅ Step 7: Track Progress With Reporting
Open the Reports tab to see team productivity and progress.
Export reports for meetings or share directly with stakeholders.
Customize your reporting dashboard with filters and charts.
👉 This is a key Plus feature for keeping leadership informed.
✅ Step 8: Explore Integrations
Connect Examply to Slack, Google Drive, and other apps your team uses.
Set up automation rules to reduce repetitive work.
✅ Step 9: Learn & Get Support
Browse our Help Center for tutorials.
Attend a live onboarding webinar (included in Plus).
Reach out to our chat support team for quick help.
You’re ready to go 🚀
By completing this checklist, your team will be fully set up and ready to collaborate efficiently on Examply Plus.