Getting Started with Yuktis

Welcome to Yuktis! Follow these steps to set up your agency workspace and start managing your digital marketing operations.

1. Complete Your Profile

Go to Settings > Profile and ensure your agency details are correct. This information will be visible to your clients.

  • Agency Name: This appears on the client login screen.
  • Logo: Upload a high-res PNG (200x200px recommended).
  • Timezone: Set your operating timezone to ensure deadlines are accurate.

Placeholder: Screenshot of Profile Settings

2. Invite Your Team

Navigate to the Team section and invite your staff using their email addresses.

  • Managers: Have full access to manage projects, clients, and billing.
  • Associates: Can create tasks, view all projects, but cannot change agency settings.
  • Designers/Editors: Limited view. They only see tasks assigned to them.

Placeholder: Screenshot of Team Invitation Modal

3. Add a Client

Go to Clients > Add Client.

  1. Click New Client.
  2. Enter the client's company name (e.g., "Acme Cafe").
  3. Upload their logo (this will be used in their portal).
  4. Invite a Contact: Enter the email of your point of contact at the client's company. They will receive an email to set their password.

4. Create Your First Project

Go to Projects and create a new project container.

  • Examples: "Social Media Oct 2023", "Website Redesign", "Q4 SEO Audit".
  • Assign a Manager to oversee the project.

5. Start Creating Tasks

Add tasks to the project. Choose the appropriate workflow template:

  • Social Media Post: For single images/carousels.
  • Video Reel: For vertical video content.
  • Blog Post: For written articles.

When you create a task, it starts in the Draft or ToDo column of your Kanban board.

Placeholder: Screenshot of Kanban Board

6. Install the App (Mobile)

Since Yuktis is a Progressive Web App (PWA), you can install it on your home screen for quick access.

  • iOS: Open Yuktis in Safari, tap the Share button, and select Add to Home Screen.
  • Android: Open Yuktis in Chrome, tap the Three Dots (Menu), and select Install App.

Next Steps

Now that you are set up, learn about Team Access Management or Workflow Automation.

6. Install the App (Mobile)

Since Yuktis is a Progressive Web App (PWA), you can install it on your home screen for quick access.

  • iOS: Open Yuktis in Safari, tap the Share button, and select Add to Home Screen.
  • Android: Open Yuktis in Chrome, tap the Three Dots (Menu), and select Install App.

Next Steps

Now that you are set up, learn about Team Access Management or Workflow Automation.