Getting Started

Cirkus is where people schedule, collaborate, understand priorities, follow workflows and keep files in one place.

Get an easy start! Follow along below for a quick introduction to the core features in Cirkus, or visit our tutorials section for more advanced guidance.

Cirkus really shines with teamwork, so be sure to invite your colleagues and collaborators!

Creating your first Cirkus project

Projects act like containers for tasks. 

Name your project after your big goals: a client’s project, a business initiative or an aspirational goal. 

Keep in mind that you can also create sub-projects within your project if you need to make smaller groupings. 

  1. Go to ‘Projects’ section
  2. Click ‘Add Project’ button
  3. Type in your project name
  4. Press ‘OK’

Alternatively, you can create a project when you’re creating a task. 

create your first project, cirkus

You can now organize future tasks under projects and also reassign existing tasks to relevant projects.

The additional options will help you see and set your priorities with due dates and add further structure by classifying projects under the relevant “Workspace.”

Creating your first Cirkus task

Tasks are the actionable items that one or more people are responsible for in order to work towards completing a project. Tasks can be “personal” and not belong to a team, or project-based. 

  1. Go to ‘Tasks’ section
  2. Click ‘Add Task’ button
  3. Type in your task name
  4. Press ‘OK’
first task, cirkus

Basic tasks don’t need to have due dates or multiple assignees, but there are additional options in your New Task form.

For more advanced usage, in our tutorials you can learn about creating custom task templates that will pre-populate additional fields to new tasks.

These additional options are not mandatory, but they will help you work more effectively and get more out of Cirkus.

Collaborate with your team

End the confusing email chains and see your project’s progress at a glance.

Cirkus works best for collaboration and the “Workspace” section allows you to manage your team’s projects, members and templates, if you are a workspace owner or admin.

getting started, cirkus

Here are a few features that will help your team work seamlessly together:

Comment: Collaborate with task and project level discussions and keep communication centralized to avoid confusion. This will keep team’s comments organized and trackable.

Roles: You can assign a task to a role rather than to an individual. All the individuals who have that role will be notified of the task (via their Inbox in Cirkus) and can pick it up and assign it to whoever is best suited for it. It’s also possible to mention roles in comments; using roles in comments can direct a comment to a group of specialists or a team and allow a more agile and timely response.

Mentions: Start a conversation with a someone directly by typing the @ sign and selecting one or multiple team members. You can also move the conversation into a private discussion and allow only “mentioned” colleagues to view the message. You can also mention yourself, set the conversation private and leave notes for yourself on a task.

Assign a task: You can also assign a single task in a project to multiple people. Each person can mark their progress and status on a task independent of the other. When you do this, you have the following options:

1) The task must be completed by all assignees; OR
2) Any one of the assignees can complete the task.

Due date: Setting due dates ensure reminders are sent to you and others responsible for completing tasks or projects. When a due date is selected, assignees will receive push notifications or e-mail reminders as task due dates approach.

File share: End the pesky chain of email attachments and easily share files directly into the task or project. This will help keep file versions tidy and make tracking changes clear. Additionally, using the iOS version of Cirkus, you can markup images directly in the app and leave them attached to tasks or projects. 

Make your first Booking

Cirkus allows you to manage the schedules of your team and resources.

In the Schedule section, you can see your own bookings, or use the filters to show your company Workspace.

All of the Members of your Workspace are displayed on the left, grouped by their role if you use Roles.

Workspace Administrators can add other Resources and Resource Groups such as teams, meeting rooms and equipment.

Click and drag to create a booking on the resource you would like to book. If you want to select multiple resources then select the time range for each of the resources before clicking the [+] button to create the booking.

Fill in the details and optionally associate the booking with a Project or Task.

cirkus, getting started

You can collaborate with files, comments, and reactions on bookings just like you do on tasks and projects.

You can select the booking and retime it in the timeline, or update the resources in the booking inspector.