Help - Login
When you start The PlanMinder, you will see a login screen. On this screen you specify which database you will connect to. The database is where all projects and shared information for the team is stored.
Server
The Server Address, Port, and Database Name define what database The PlanMinder will connect to. If you have a login string you can copy it and click the paste 
icon to auto-fill every field except the password.
If Remember me is checked and you successfully log in to a database The PlanMinder will remember the settings until next time. If you use more than one database, or username, you can switch between them using the drop down.
If you have no database yet, read how to set one up, or start the Demo.
Login
To log in you need to enter a username and a password. For a normal user make sure the User Login tab is selected. If Remember me is checked you can also check Remember password. This will save your password encrypted using DPAPI on Windows and Keychain / Passwords app on macOS.
Click the Login button to log in. The window will change and print information about each step. If logging in fails you will get an error message explaining what went wrong.
Demo
If you click the Start Demo button at the bottom the demo version will be launched, with a new startup screen.
Here you can click Start Demo, or if you have used the demo before, Restore and Start. Start Demo will start the demo with all changes you have previously made preserved. Restore and Start will discard all changes and restart with the demo examples as originally designed. Your changes will be lost forever.
The Demo uses a local single-user database, and requires no additional setup. You will be logged in as Demo User, a developer with manager rights. In most aspects the Demo works just as the real version. For technical reasons there are some differences. You can change priorities on the priority screen, which normally requires administrative rights. Most things on the settings page are disabled, either because they require administrative rights, or because of Demo version restrictions.
You can start the demo from within The PlanMinder too, at the Settings / About tab.
The Demo database contains a few example projects, designed to showcase The PlanMinder. They are not real projects, not real people, and deliberately silly.
Service Login
The first time you log in to a new database you need to use a Service Login. Enter the username and password you used to set up the database, for the account in the database that has owner’s rights. Make sure the Service User tab is selected.
If the database does not contain the tables used by The PlanMinder, they will be created.
While logged in as a service user you can do most things in The PlanMinder. However, the service user does not have a corresponding user in The PlanMinder that can be assigned work or roles. This means some operations behave differently from what you expect, and is why you should only use the service user when you have to, to solve specific problems.
When you initialize a new database with the Service Login, start by creating a user with the Administrator role for yourself in the Settings / User tab. Click the ‘Copy application login link to clipboard’ 
icon and close The PlanMinder. Start The PlanMinder again and click the Paste button to set the login name for the user you just created, and enter the password. Now you can start using The PlanMinder.
If new features are added to The PlanMinder in the future that require new or extended tables in the database, you will have to log in once with the service user to update the database. The new version will tell you if this is necessary.
Get Started
The (i) symbol appears on the login screen if you have no server stored. It will take you to the Welcome page to help you get started.
Setting up a database
The PlanMinder needs a PostgreSQL database accessible to all users to store information. Read The PlanMinder is a self hosted service to find step-by-step guides for different ways to set up a database server in the cloud, on a local server or on your own computer for personal use.
When you have a database, you may want to read the guide Setting up The PlanMinder for Your Organization on how to do some basic configuration.
Learn More
If you need an introduction, there is a Video series.
There is a guide on how to Create a Project Plan.
You will find all guides, articles and templates on the Resources page.
The Main Manual is a comprehensive reference to all functionality in The PlanMinder.
Support
If you need help or support, send an email to:
