The wizard only creates the database, .env, and the first admin. These steps turn that into a working product. Skip a row only if you are sure you do not need that function.
1. Sign in and license
- Open the site URL and sign in with the admin created in the installer.
- If you are sent to Activate Your Application, paste the Envato purchase code again (License).
- Open Settings → License later if you need to deactivate and move the install.
2. Branding and language
Settings → Global (/settings/global):
- App name
- Default language
- Favicon, logo, logo-white (PNG)
- Currency symbol (used where money-style labels appear)
Settings → Design: layout background (dynamic vs static color) and extra CSS.
3. People can log in
| Need | Where |
|---|---|
| Invite-only team | Settings → Users — create accounts, then add them to a workspace |
| Public self-signup | Enable registration (Registration) |
| Stop bots on login | Google reCAPTCHA site key on Global settings |
| Who may create workspaces / projects / use AI | Settings → Roles (Users & roles) |
Create at least one Normal user and log in as them once, so you see what admins hide.
4. Mail must work before invites
- Settings → SMTP — SMTP guide
- Optional: Settings → Email templates — templates
- Settings → Notification settings — in-app / email / Slack per event
.env:QUEUE_ENABLE=trueplus queue cron if mail should not block the browser- Scheduler cron for 08:00 due-task reminders
Test: use Forgot password on the login screen, or assign a task and confirm the assignee gets mail.
5. Slack (optional)
Paste a webhook on Global settings. Same queue cron as mail. Details: Slack.
6. Files people attach
On Global settings, set Allowed file types (extensions). Uploads that are not in the list are rejected.
7. Default board columns
Settings → Pre-made boards — enable and add titles such as To do / In progress / Done so new projects are not empty. Guide.
8. Workspace types
Settings → Workspace types — the dropdown when creating a workspace (Company, Client, Internal, …). Guide.
9. Task extras (optional)
- Custom fields — extra inputs on every task (how they work)
- AI — admin setup then what users see
If you enable embeddings-based search, run:
php artisan ai:embed-tasks
10. First real workspace
Follow First week after install: workspace → members → project → lists → tasks → timer.
Optional: /admin/import/demo as an admin if you want sample data on a non-production database.
Quick “is it alive?” checks
- Login and logout
- Create workspace and project
- Add a list and a task
- Assign the task to a second user
- Start and stop the timer
- Add a comment
- Open Board / Table / Calendar / Dashboard
- Password reset email (if SMTP is configured)
← All ProTask – Project Management Software with Time Tracking & Team Collaboration documentation