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Setting up your first project

Learn how to create zones, add tasks, link logic, and define flow — everything you need to build a functional takt plan from the ground up.

🛠 How to Get Started with InTakt

Welcome to InTakt! Here’s a quick guide to help you create your first project and start planning right away.


1. Create Your Account

  • Click Sign Up
  • Enter your email and set a password
  • You'll be taken to the Project Dashboard

2. Create a Project

  • Click + New Project
  • Name your project (e.g., “Hotel Build”)
  • Choose a Start Date
  • Click Next

3. Set Up Your Schedule

  • Add Phases (e.g., Interior Buildout)
  • Add Areas (e.g., Floor 1, Floor 2)
  • Define Zones within each area (e.g., Zone A, B, C, D)
  • Copy zones or areas to save time

4. Add Tasks

  • Add tasks to each zone manually or paste from another project
  • Customize:
    • Task names
    • Colors
    • Durations
    • Work days
  • Define your takt period (rhythm of work units)

5. Upload Floor Plans

  • Go to the Area Map
  • Upload PDFs or individual drawing files
  • Assign drawings to floors
  • Drag and shape zones directly on each floor plan

7. Visualize Your Schedule

  • Use Schedule View to see task flow by phase and zone
  • Use Zoom controls for flexible navigation
  • Toggle between Weekly Work Plan and overall schedule views

7. Work Plan & Subtasks

  • Add Standard Subtasks to automate weekly work plans
  • Customize Checklists for pre-task or post-task checks
  • Use Work Plan View to track task completion or exceptions
  • Adjust tasks per week as needed without affecting the full plan

8. Export & Share

  • Export your project as:
    • PDF
    • Excel
    • Primavera P6
    • Microsoft Project
  • Share with stakeholders or print zone maps

💡 Tips

  • Tasks are automatically color-coded and linked
  • Subtasks repeat weekly unless exceptions are added
  • Tags and filters make it easy to focus on specific scopes or trades
  • You can copy zones and tasks across floors for repetitive layouts

🎉 You’re Ready to Go!

Start scheduling, collaborating, and keeping your project on track.

Need help? Explore more articles in this workspace or email us at info@intakt.app

 

Want a quick recap? Watch the video below!

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