Getting Started – Part 1

Whether you’re managing projects, assigning tasks, or tracking team performance, Orangescrum Cloud helps growing businesses simplify project management and improve collaboration — without the chaos of spreadsheets or endless email chains.

From creating projects to tracking time, sharing files, and analyzing progress, Orangescrum Cloud gives you everything you need to stay organized, aligned, and productive — all in one place.

Setting Up Your Business in Orangescrum

When you first log in, personalize your workspace to reflect your organization’s identity.

You can:

  • Add your company name and logo to keep your workspace on-brand.
  • Configure time zones, date formats, and working hours to match your region.
  • Adjust email notifications to control how and when you get updates.

Learn how to add your company branding here.

Importing Data into Orangescrum

If you’re moving from another project management tool, you can easily bring your data with you.
Import your:

  • Projects, tasks, and time logs
  • Users and team details
  • Client information

Learn to import your data into Orangescrum here.

Setting Up Your Project Preferences

Every user can personalize their own workspace experience.

  • Choose your default project view (List, Kanban, or Gantt).
  • Select your start day of the week and preferred calendar format.
  • Set task notification preferences for reminders and updates.
  • Create custom fields for projects or tasks if you need to track unique data points.

Learn to update your account preferences here.

Inviting Your Team

Collaboration begins by adding your team to Orangescrum.

  • Invite members via email directly from your User Management page.
  • Assign each member a role — Admin, Manager, or Team Member — depending on the level of access required.
  • Create groups or departments to organize your workspace as your team grows.

Review user roles and permissions here.

Inviting Clients to Projects

Once a client is added, you can invite them to specific projects to collaborate transparently.

Clients will only see the projects they’ve been invited to.

  • Open the project you want to share.
  • Click Project Settings › Members.
  • Select Invite Client and choose their email from your client list.
  • Define their permission level (view-only, limited edit, or comment access).

Managing Work

Projects are at the core of Orangescrum.

  • Click New Project to start.
  • Add project details like name, duration, description, and budget.
  • Assign team members and define milestones or sprints.
  • Add tasks and subtasks directly inside the project.

See how to manage project settings here.