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Getting started with GreenMethod

Set up your workspace and choose a useful first task.

4 min read

Create your starting point

Create your GreenMethod account and open the workspace. Review your profile and company details so the right identity appears on your work. Start with one real project rather than moving everything at once.

Add one client and one project

Choose a small piece of work you know well. Add the relevant contact, then describe the project outcome and deadline. Keep the first task specific enough that you can complete it in one focused session.

Make My Day your daily starting point

Open My Day and choose what needs your attention. Review your tasks, set a realistic priority and keep the next action visible. At the end of the day, update what changed.

Build the habit before adding complexity

Use the workspace for a week. Then review what you repeatedly look for, which details help you make decisions and what can be simplified. Add more tools when there is a clear reason.

Put it into practice.

Your next step starts with a simpler workspace.