Getting started

Welcome! This article will introduce you to Pyrus, guide you through creating your first task, inviting teammates, and planning your next steps.

Add your first task

Pyrus’ “tasks” are the core of team communication. A task is a communication channel built around a unit of work with a clearly defined goal. Your employees use it to exchange documents and other media as they hold the discussion necessary to close the task.

Click New task in the left menu. Define the task clearly by giving it a clear and concise name. Add any details to this task name in the body as necessary. Pyrus automatically auto-saves your drafts as you type them, so if you accidentally close the Pyrus window or shut down the computer, you will be able to continue from where you left off.

Pyrus Tip: Giving tasks good names will make it easier to manage them.

Examples of good names:

  • Mark, please sign the office lease contract
  • Website main page design update
  • Office supplies purchases in February

Examples of bad names:

  • Need help!
  • Hi, Richard
  • Got an error

Decide who will be responsible for the task from the beginning. If this person isn’t on Pyrus yet, you can type their email address in the field below the task to invite them to join.

You can add several people to a task anytime, even after that task has been created, but the task must have one assignee at all times.

The first time you assign a task to a new user, you will need to confirm that you are sending them an invitation to join your organization’s Pyrus account. Click Save when you are done, and the new user will receive an email about the new task. If the user is already working within Pyrus, he will receive a notification from within the mobile app.

Pyrus Tip: You can click Save & New to save the current task and immediately start a new one.

To find a recently created task, use the Search function or navigate to the Recent list. When a teammate responds to your invitation, the task will appear in your Inbox. See Working on tasks together to learn more.

The next step

  • Start adding tasks to Pyrus instead of texting, calling, or emailing people about work. This will make it easier for all the participants to keep track of their tasks and stay informed on how they progress. You can always search Pyrus to get the latest information on any task.
  • To learn how to manage task participants and change things like the responsible person or due date, see Working on tasks together.
  • To learn how to invite lots of teammates to Pyrus at once and help them get started, see Inviting new teammates.
  • To learn how to manage recurring workflows, see How to start working with Pyrus forms.
  • The Pyrus mobile app will be invaluable to you as you’re on the go. You can assign tasks and post comments even when offline, in the subway or travelling in the remote area. As soon as you reconnect to the Internet, the app will synchronize everything by uploading it to Pyrus automatically. Download our free mobile apps:

Was this article helpful?

Yes, thanks! No, I have a question