Activation Guide – Plane Project Management Tool

Sender Email: [email protected]
Purpose: Activate your account and join your hotel workspace.

Step 1 – Invitation Email

• Look for an email from [email protected].
• Subject line: “SaaS has invited you to join them in – [Hotel Name]”.
• Open the email and click Accept Invite.

Step 2 – Account Activation

Choose one of two options:

• Create Password
  • Enter your email address.
  • Set a secure password.
  • Confirm and log in.
• Unique Key Login (OTP)
  • Enter your email address.
  • Receive a one‑time code (OTP) via email.
  • Enter the code to log in.
  • No password required.

Step 3 – Workspace Access

• After activation, you will be placed in your hotel workspace (e.g., The Bale Nusa Dua, Ize Seminyak).
• Inside the workspace, you will see department projects (Housekeeping, Engineering, Finance, HR, IT, Sustainability).

Step 4 – First Login Checklist

• Confirm workspace → Verify you are in the correct hotel workspace.
• Explore projects → Open your department project.
• Check modules → Review active modules.
• View work items → See tasks assigned to your department.

Step 5 – Training Session

• Attend the scheduled training session.
• Learn how to use Workspaces, Projects, Modules, Work Items, Sub‑Work Items, Intake, Relate To.
• Participate in hands‑on exercises with other departments.

Step 6 – Post‑Training Practice

• Continue practicing in your workspace.
• Submit feedback to improve workflows.
• Prepare for staff rollout (next phase).