Getting started
Sign in to Klickbee Projet, find your way around the interface and create your first project.
Sign in
Klickbee Projet is available by invitation only. An Admin of your workspace sends you an invitation link (see Team and roles).
Open the link you received. The Rejoins l'espace (Join the workspace) page opens, with your email address already filled in.
Enter your Nom (Name) and choose a Mot de passe (Password), then click Créer mon compte (Create my account).
After that, sign in at project.klickbee.com/login with your Email and Mot de passe, using the Se connecter (Sign in) button.
An invitation link is valid for 7 days. If it has expired, or if you see Inscription fermée (Sign-up closed), ask an Admin for a new link.
Find your way around the interface
The sidebar gives you access to everything:
| Entry | What you'll find there |
|---|---|
| Tableau de bord (Dashboard) | Your tasks for the day, active roadmaps, average progress and recent activity. |
| Ma journée (My day) | What you have to do today. See My day and my week. |
| Ma semaine (My week) | Your goals and your schedule for the week. |
| Projets (Projects) | All projects, sorted by client. See Projects and stages. |
| Modèles de process (Process templates) | Reusable standard workflows. See Process templates. |
| Équipe (Team) | Members, teams and their workload. |
| Outils internes (Internal tools) | One space per agency tool, with its tickets. |
| Clients | One space per client. See Client spaces and internal tools. |
At the top of the sidebar:
- the bell shows your notifications (for example when someone assigns you a task);
- the Rechercher… (Search…) field (shortcut ⌘ K or Ctrl K) finds a roadmap, a task or a member;
- the Nouveau projet (New project) button starts creating a project.
At the bottom, your avatar gives access to the theme switch (light or dark), Réglages (Settings) and Se déconnecter (Sign out).
Complete your profile
In Réglages › Profil (Settings › Profile), add a Photo de profil (Profile photo — JPG, PNG or WebP) and check your Nom complet (Full name). Your photo appears on the tasks assigned to you and in your comments.
Create your first project
Click Nouveau projet.
Choose a Mode de création (Creation mode):
- Brief IA (AI brief): describe the project in a few sentences, specify the client, the target delivery date, the members and the level of detail, then click Générer la roadmap (Generate the roadmap);
- Manuel (Manual): give it a title and click Créer la roadmap (Create the roadmap);
- Depuis GitLab (From GitLab): rebuild a project's stages from a repository (GitLab must be connected in Réglages › Connecteurs, Settings › Connectors).
Review the preview: stage titles and dates, tasks, durations, assignees. Adjust what you need, then click Valider la roadmap (Confirm the roadmap).
You can also start a project from a process template in a client's space.
What's next?
- Projects and stages: move tasks forward.
- Durations: estimate in minutes, hours or days.
- Tickets: collect your clients' requests.