Quick Start Guide
Get Zynclog up and running in under five minutes. This guide walks you through creating your first project and sending a timeline to your client.
1. Create a Workspace
When you first log in, you will be taken to your main dashboard. This is command central.
- Click the New Project button.
- Give your project a clear, client-facing name (e.g., "Zynclog App Redesign").
- (Optional) Add a brief description of the retainer or engagement scope.
2. Draft a Contract (or Welcome Letter)
Before you share the portal, you might want to establish the terms.
- Go to the Templates tab and create a new reusable "Welcome Letter" or standard "Contract".
- Or, navigate to the Contracts tab inside your new Project, and draft a contract from scratch.
- Zynclog's rich text editor allows you to format your legal terms, lists, and tables seamlessly.
3. Brand Your Workspace
Make sure your client sees your brand, not ours.
- Go to Settings > Branding.
- Upload your Logo and select an Accent Color.
- Your client portal will now automatically inherit these colors.
4. Share the Client Portal
Stop sending long, confusing email updates. Let your clients see progress in their secure portal.
- Add your client's email address in your project settings.
- Share the project link with your client. Upon logging into Zynclog with their matching email, they can access their central dashboard to track project timelines, sign contracts, and review invoices securely.