menu
How to use 5pm

Getting started

Interface overview

Main view UI overview
5pm main view
Using the keyboard

Though mouse is the easiest way to access all of the 5pm features, sometimes keyboard can help you do some things even faster:

  • You can delete projects/tasks/activities using the "DELETE" key. Just select the object you want to delete and hit "Delete". Tip: If you don't want to see the confirmation dialogue, hold CTRL+SHIFT keys while hitting the "DELETE".
  • You can navigate through your projects, tasks and activities lists using the UP and DOWN keys. Also, in the left panel, you can use LEFT and RIGHT keys to fold/unfold projects.
5pm main view

First steps in 5pm

Main view UI overview
Add Projects and Tasks
1

Add a Project and then add the Tasks to it - use "+" button on the top of the left panel.

Project and Tasks team
2

Assign a Team to the Project or Task - in the New Project/Task popup window.

Add Messages
3

Add Messages to Projects and Tasks selected in the left panel - use the "+" button on the top of the right panel.

Add Progress Notes
4a

Add Progress Notes to Tasks to log the work progress (% of completion, time spent, etc.) - applies to tasks only.

Mark Tasks as "Done"
4b

... or you can simply close a task when it's finished using the right click on it and "Mask as Done" option in the quick menu.

Those are the simple steps to create tasks, exchange notes with your team, and close the tasks when they are done.