Getting started with Breeze in just 15 minutes…

Breeze is as simple or as complex as you need it to be. But how simple is simple? We think you’ll learn all you need to know to be able to get started in 15 minutes or less by following the steps below.

Watch the short video to get started quickly.

1. The Projects page

The first time you log in to Breeze you land on the Projects page. Every new account starts with the Welcome to Breeze project — a sample project that shows you how Breeze works and walks you through the basics.

Read it from left to right, top to bottom. Every task in it describes a feature or an action you can try straight away.

1. The main menu lets you move between the main pages — Tasks, Projects, Calendar, Reports and Activity.

2. Each project card summarises the key numbers — how many tasks it has, how many are done, the dates it runs between, and who is working on it.

3. Underneath is a list of every other project you have access to.

2. The project board

Clicking the Welcome to Breeze project opens the project board.

1. The project is laid out as a board. It has task lists, and task lists hold tasks. Think of it as a whiteboard with sticky notes — each list is a stage of your workflow.

2. Every item on a list is a task, shown as a card. Drag a card to the next list to move it through the workflow, or drag it up and down inside a list to prioritise it.

3. Need another stage? Add a list creates one. You can also drag whole lists left and right to reorder them.

To create a task, hover over a list and click the Add a task button at the bottom of it. You can paste several lines at once and Breeze will create a task for each one.

Take a moment to read through the tasks that are already there — they cover the features you’ll use most.

There is one more thing worth pointing out on the board: how you get other people in.

1. The three dot icon to the left of the project name opens the project menu. This is also where you’ll find project settings, swimlanes, project forms and archived tasks.

2. Choose Invite people.

3. Pick people already on your team, or type in email addresses to invite someone new, choose the role they should have, and hit Send invitation. Everyone with access to the project is listed on the right, so you can see at a glance who is on it.

3. Tasks

Clicking a task opens the task window.

1. The main part of the window is the task itself. Click the name to edit it. Edit description sets the task out in detail. Under Time tracking, Log work records time you’ve already spent and Start timer tracks it as you work. Add a to-do list to break the task into steps, and talk it over with your team in the Discussion at the bottom.

2. Down the right-hand side are the task’s attributes. These let you enrich a task with more information, so you can filter and report on it later.

Here are the ones you’ll reach for most.

1. Status — marks where the task stands, such as Ready, On track or Blocked.
2. Color — makes a task stand out on the board, or groups it with others.
3. Tags — assign an existing tag or create a new one by typing it.
4. Files — attach files to the task.
5. Assign — give the task to someone on your team.
6. Due date — set a start and end date for the work.
7. Estimate — type in how long you think it will take, so you can start working with budgets.

Below those you’ll also find Subscribe to follow a task you’re not assigned to, Archive to take it off the board without deleting it, and More for the rest.

4. The Tasks page

The Tasks page gathers everything assigned to you, across every project, in one place.

1. Clicking Tasks in the main menu gives you the screen above.

2. Open on task board switches the same tasks to a board view — more on that below.

By default your tasks are grouped by due date, so you can see what’s overdue, what’s due today, what’s coming up this week and what’s further out. Anything without a due date is collected at the bottom. The filters on the left narrow the list down by person, project and more.

You can also group your tasks by project instead.

1. Open the dropdown and switch to Sort by projects. Your tasks are then grouped project by project, and by list within each project, so you can work through one project at a time. Sort by status groups them by status instead.

The Open on task board button gives you the master task board — every project’s tasks on a single board.

1. The bar along the top filters the board by project, list, person, status, tag, colour or custom field — handy once you have more than a couple of projects running.

5. The Calendar page

All your project calendars live on the Calendar page.

1. Click Calendar in the main menu to see your projects laid out by date.

The checkboxes down the left switch individual projects on and off, which keeps the view readable once you have a few running at once.

Clicking a task opens the task window, where you can change its start and end dates — or just drag the bars around on the calendar itself. As with any calendar, you can switch between month, week and day.

The Schedule tab turns the same information into an itemised, day-by-day list.

1. A straightforward agenda of what is happening on each day.

The Team workload tab shows how the work is spread out, and whether anyone has too much or too little on.

1. One row per person, so an overloaded week is easy to spot.

There is also a Timeline tab if you’d rather see your projects as a Gantt-style chart.

6. The Reports page

All the reports live under the Reports tab.

1. Use the report type dropdown to choose what you want to measure — time tracking, workload, tasks due, or tasks created and updated. The full list is in the report types help.

2. Pick the period you want to report on from the pop-up calendar.

Then narrow it down with the filters — Projects, Users, Lists, Tags, Swimlanes, Statuses and Custom fields — and hit Run it.

Once a report has run you can Export it, or create a Public link to share it with someone who doesn’t have a Breeze account.

7. The Activity page

The last page on the main menu is the Activity page.

1. Click Activity in the main menu to see what everyone has been doing, minute by minute, along with the time they’ve spent.

Every entry links straight to the task and the project it belongs to, so you can jump from the feed to the work itself. The filter at the top narrows the feed down to a particular project or person.

8. Help, support and more

That’s about it for the basics you need to get going with Breeze.

1. On the right of the main menu is the information icon.

2. It gives you Help and guides, Project board inspiration if you want ideas for laying out a board, our Mobile apps, the Integrations and add-ons Breeze works with, and a list of Keyboard shortcuts.

Our help and guides pages are straightforward and concise, and if you need a hand you can contact support from there too.

Thanks and happy Breeze-ing!