If you are new to Kinaki, and want to set up your Organization, start some Projects, Programs, invite your team members to join, etc. – it can be a lot of information to take in and learn at once. The journeys can help in mapping what tools and resources are available; its a quick overview of what you can achieve in Kinaki!
We introduce different features of Kinaki in the Journeys, and the more detailed articles from the Knowledge Hub are also linked under each heading, so you can explore those topics in depth, as needed.
Registration and Subscription
First, you will need to register. You can register yourself and your organization by creating a free account and start exploring.
If you are not sure about what you or your organization might need, or want to look at the different options, check out Subscription Types, Kinaki Pricing, and User Types and Rights.
Exploring Kinaki
Once registered, follow along with the Navigation Tour when you log in to Kinaki.
Also, read through this quick Navigating in Kinaki article; it gives a good high-level overview of where things are located.
Exploring the Demo Project in Kinaki, will allow you to see Kinaki in action!
Settings
Set your password and security questions by visiting your Account settings page.
If you are an Organization Admin, you likely want to spend some time on your Organization Settings page, where you can perform important tasks to get you started – like adding Projects, Programs and users. You can also manage your payment and subscriptions in your Organization Settings.
After exploring and doing some set-up, you can continue by working through your Program Settings and Project Settings pages for add more details.
Review the guidance on managing users and also details on user types and rights to asses what privileges you want to assign to different users in your Organization. These pages will guide you on what functions various users can perform in Kinaki.
Dashboards
Once you’ve got your Organization set-up, with a Project and/or Program – check out Kinaki’s various Dashboards:
The Organization Dashboard, Program Dashboard, and Project Dashboard give you a snapshot and show what the overall picture will look like for the different users on your team.
Get familiar with how you can add comments on different pages and add different languages, if needed.
You can always jump back to the Homepage to see details of your Organization.
Watch our video, Kinaki Tutorials: Settings for a tour of Organization, Program and Project settings. It’s also a good introduction of all the dashboards!
Have you watched the Kinaki Demo Tour video series? It will give you a good understanding of how Kinaki works, and how you can be most efficient and effective with your time working in Kinaki.
Next Steps
Our next task will be to design your Project, including creating the Project Logic, Problem Tree, setting Indicators, and more.
Read along to Journey #2: Design Project to learn how to design your project in Kinaki!
