Step 1: Log In to Lynx PMIS

1. Launch the Lynx PMIS application.

2. Enter your registered username and password.

3. Click Login.

4. After successful login, the Lynx PMIS main interface will be displayed.

Step 2: Open Quick Start

1. Locate the sidebar on the left-hand side of the Lynx PMIS interface.

2. Find the Quick Start option.

3. Click Quick Start.

The Quick Start section will open and display the recommended steps for getting started with Lynx PMIS.

Step 3: Review the Quick Start Introduction

Read the introduction provided in the Quick Start section.

It gives you an overview of the basic Lynx PMIS workflow and helps you understand how the different parts of the system work together.

The main workflow is:

Workspace → Projects → Tasks → Subtasks

This hierarchy provides a structured way to manage projects from the overall project level down to individual activities.

Step 4: Start with the Workspace

The Workspace provides the higher-level project management environment.

From the Workspace, you can typically:

• Review projects

• Create projects

• Edit project information

• Manage project teams

• Monitor project information

• Participate in discussions

If you are starting a new project, the first step is to create the project in the Workspace.

Step 5: Create or Select a Project

After accessing the Workspace:

1. Create a new project if you are starting a new project.

2. Enter the required project information.

3. Save the project.

4. Alternatively, select an existing project if one has already been created.

Once the project is available, you can proceed to project-level management.

Step 6: Manage the Project

Open the relevant project through the Projects section.

The Project page allows you to manage the details of the selected project and organise its activities.

Depending on your permissions and Lynx PMIS configuration, you can manage items such as:

• Project information

• Project tasks

• Task progress

• Project schedule

• Project team activities

• Project monitoring information

Step 7: Create Tasks

Tasks represent the main activities that need to be completed within a project.

To create a task:

1. Open the relevant project.

2. Go to the Tasks section.

3. Select Create Task.

4. Enter the required task information.

5. Assign the task to the appropriate team member.

6. Set the relevant dates and other information.

7. Save the task.

The task will then become part of the project's work plan.

Step 8: Add Subtasks

For activities that require further breakdown, use Subtasks.

A subtask allows a larger task to be divided into smaller, manageable activities.

The hierarchy can therefore be viewed as:

Project
↓
Task
↓
Subtask

This structure helps project teams organise and track work more effectively.

Step 9: Monitor Project Progress

Once projects and tasks have been created, use the available Lynx PMIS monitoring features to track progress.

You can use features such as:

• Dashboard

• Task status

• Project status

• Calendar

• Charts and analytics

• S-Curve, where available

Regular monitoring helps project managers identify progress, delays, workload, and areas requiring attention.

Step 10: Explore Communication Features

Quick Start can also guide you toward Lynx PMIS communication features.

Depending on your system configuration, you can use:

• Workspace Discussion for structured project discussions.

• Sidebar Chat for quick communication.

• Notifications to stay informed about relevant activities.

• Telegram notifications where configured.

These features help project team members communicate and coordinate their work.

Step 11: Use the Help Resources

If you need more information while using Quick Start, use the other resources available in the Lynx PMIS sidebar.

For example:

Quick Start
→ Basic workflow and getting started

FAQ
→ Quick answers to common questions

Documentation
→ Detailed instructions

Help
→ Assistance and support resources

Step 12: Start Managing Your Project

After completing the Quick Start steps, you are ready to use Lynx PMIS for your day-to-day project management activities.

A typical workflow is:

Login
↓
Workspace
↓
Create / Select Project
↓
Manage Project
↓
Create Tasks
↓
Add Subtasks
↓
Monitor Progress
↓
Communicate & Collaborate

Recommended Quick Start Workflow

For a new Lynx PMIS user, the following sequence is recommended:

1. Login

Access Lynx PMIS using your registered account.

2. Workspace

Understand the overall project environment.

3. Create Project

Set up your project and enter the required information.

4. Create Project Team

Add the appropriate team members and assign responsibilities.

5. Projects

Open and manage your project.

6. Tasks

Create and assign project activities.

7. Subtasks

Break larger tasks into smaller activities where necessary.

8. Dashboard

Monitor project progress and performance.

9. Calendar

Review important project and task dates.

10. Discussions & Chat

Communicate and coordinate with your project team.

Tips for New Users

Start with One Project

If you are new to Lynx PMIS, start by creating or exploring one project rather than trying to learn every feature at once.

Follow the Hierarchy

Remember:

Workspace → Project → Task → Subtask

This is the basic structure for organising your project information.

Explore as You Learn

The best way to learn Lynx PMIS is to follow the Quick Start instructions while actually using the application.

Refer to Documentation

When you need more detailed instructions, move from Quick Start to the relevant Documentation or User Guidelines section.

Quick Reference

Login → Quick Start → Workspace → Project → Tasks → Subtasks → Monitor → Communicate

The Lynx PMIS Quick Start section provides a simple starting point for new users, helping them understand the core workflow and begin managing projects quickly and confidently.