Table of Contents
Getting started
One of the great beauties of Periscope is that there are multiple ways in…
For the ‘Toe dipper’
If you’re not yet 100% convinced – despite the fact it’s FREE and that we’ve already got excited users as far afield as America, New Zealand and the UK – then try the gently, gently catchee monkey approach… Here’s how:
- Register as a Periscope user at www.periscopehq.co.uk/free
- Choose a recently started project you’d like to run through Periscope. N.B. Periscope will automatically generate you a first Project called ‘Beginning Periscope’.
- Edit the ‘Beginning Periscope’ Project by selecting the Project tab and clicking on the ‘Edit project’ button. Set yourself as the owner and record how long – in hours – you’ve budgeted for the job to take.
- Take a note of the Project’s unique Project reference number.
- Click on Periscope’s Admin button (top right of screen). Select ‘Communication and Notifications’. Copy the email address at the bottom of the screen.
- In your favorite email program, create a contact called ‘Periscope’ and assign it the email address you just copied.
- Next time you email the client – or anyone else – about the project, BCC Periscope into the email and watch how Periscope magically imports the email into the project – attachments and all!
- Record the time you spend on the job in the Timesheet tab.
- Keep a watchful eye on the time spent as the project progresses.
- Feel smug. You’re in control. And Periscope’s bringing back the joy!
For the ‘High diver’
If stumbling over Periscope was like finding your perfect life-partner then you don’t need to hedge your bets. Dive straight in…