Getting Started with Pagico (video, 15m)

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You can read the tutorial below, or watch a video version of it:

Setting Up

First, you need to install Pagico on all your computers & devices.

Once you have Pagico installed on all your computers & devices, we can now set up the data sync, so you can access your data everywhere. Let’s work on your computer first.

 

Syncing with your mobile devices

To sync data with your other computers or mobile devices, you’ll need a Pagico ID account to tie your devices together. You can create a new Pagico ID account right inside Pagico or in Pagico Mobile, the mobile app. To sign up for a Pagico ID account in Pagico, just switch to the Preferences section and follow the on-screen instructions.

Personal Cloud?
To keep all your devices in sync, you need to enable the Personal Cloud feature (learn more about Personal Cloud).

Simply sign in with the same Pagico ID account and turn on the Personal Cloud option in all your Pagico apps, and you’re all set. 

Capturing stuff into Pagico

In Pagico, you can store & manage literally everything. Notes, tasks, checklists, and of course, files. And the best starting point (for literally everything) is the “+” button in the toolbar. The main “+” button lets you create a task, while the “down” arrow next to it lets you create everything else.

To create a new task, simply click on the “+” button in the toolbar. Simply type things like “Lunch meeting tomorrow at 12pm” and Pagico will automatically recognize the date & time information. It will even recognize start & due dates & times! Just type “Project ABC from today to tomorrow” and Pagico will automatically assign the two dates to start & due respectively.

If you clicked on the “down” arrow (or pressed the “down arrow” key), you’ll expand the popup panel and see more fields. In this expanded view, you can manually set the start & due dates/times, and you can set the reminder options.

Getting reminded

Simply enable the corresponding buttons to get reminded at the specific times. For example, “0m” is alarm at the set time, while “15m” is an alarm at 15 minutes prior, and “2d” is an alarm 2 days prior. You can easily select all the alarms you need with just a few clicks. Handy, isn’t it?

Saving to Inbox (by default)

The default destination of your new task is your Inbox, the ideal place for errands, small & random stuff that don’t belong to any projects or contacts. But feel free to change the destination to any existing project or contact profile if necessary.

Attaching emails & files

Want to include an email message or a file attachment in this new task? Simply drag and drop it into Pagico now (you can also link to files later on as well). Then hit Confirm button to save the task.

Reviewing your schedule

Now check out the flowchart. It’s like a Gantt chart but with none of the learning curve. You can get an overview of your entire schedule here, a perfect starting point of your day. This is a very powerful feature — with this flowchart, you will never miss a thing. No matter how things are scattered in different projects or clients. Everything will be intuitively presented to you, and you can reschedule things easily by dragging and dropping.

 

Managing projects

Managing Simple Projects

One of the core functionality of Pagico is to manage projects. To clarify, anything that involves more than a single task, note or file can be considered a project. Creating projects is easy — just click on the “down” arrow next to the “+” button in the toolbar and choose “New Project” (or keyboard shortcut Command + N). Projects can contain anything, ranging from notes, tasks, checklists, to files. The idea is simple: store everything related to a project together in one place.

Organizing Your Projects using Tags

Soon, you will end up with lots of projects, and Pagico is equipped with a very powerful tag browser to help you with organization. To make things easier to find and browse in the long run, you need to properly tag your projects from the beginning. Tags are case-insensitive keywords that describe your projects. Our recommendation is to choose common keywords and reuse them across projects as much as possible. For instance, one of our personal travels, Trip to St. Louis, is tagged as travel, personal, 2014. Another travel project, Trip to Chicago, is tagged as travel, business, 2014. With these tags in place, I can easily browse all my travels, by nature (business or personal) and/or by year. It makes browsing projects incredibly easy.

Managing Complex Projects (Grouping Projects Together)

In most cases, you can put everything relevant into a project. But some times projects are larger in scale or complexity, so it might make sense to group a few projects together. You might notice that Pagico doesn’t manage sub-projects (yet), but that’s OK. Check out the Collections feature, which allows you to group multiple projects (and even contact profiles) together. Simply create a new static collection (click the “down” arrow next to the “+” button in the toolbar, and choose “New Collection”), give it a name, and add projects to it. Static Collections are more than just “folders” for projects. They also come with their own flowchart view, making them perfect for grouping small projects.

That's it!

We hope this brief guide can get you started with Pagico right away. Feel free to contact us if you have any further questions. We'll be happy to help out!

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