> For the complete documentation index, see [llms.txt](https://docs.deskely.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.deskely.com/get-started/quickstart.md).

# Quickstart

Get productive in Deskely in 10 minutes.

Deskely helps teams manage commissioning and preservation records. Use the web app to plan and control work. Use the tablet app to execute work in the field.

<figure><img src="https://3984130253-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FR44RZrN9BKSyEdCmG8rA%2Fuploads%2Fvld9R10C5VzGFt1UwETZ%2Fdeskely%20cover.png?alt=media&amp;token=6b3d1d59-201a-4c6e-954a-861c51758b57" alt=""><figcaption></figcaption></figure>

### How Deskely is organized

* **Projects** hold your data and workflow.
* **Roles** control what you can see and do.
* **Master data** feeds dropdowns and standard values.
* **Templates** define what to execute and report.
* **Issued records** are the live work in progress.
* **Punches** track issues found in the field.
* **Certificates** show readiness and status.

{% hint style="info" %}
If you can’t see a menu item, your role likely lacks permission. Ask a project admin to update your access.
{% endhint %}

### Web app vs tablet app

{% columns %}
{% column %}

#### Web app

* Manage users, roles, and companies.
* Create templates and tags.
* Issue work and assign it.
* Review progress and status.
* Export records.
  {% endcolumn %}

{% column %}

#### Tablet app

* Execute issued checksheets in the field.
* Answer activity questions.
* Capture pictures as evidence.
* Create punches while executing.
  {% endcolumn %}
  {% endcolumns %}

### Quickstart (10 minutes)

{% stepper %}
{% step %}

### Get access

Accept your invitation and sign in.

Go to [Sign-up and sign-in](/deskely-user-manual/authentication.md).
{% endstep %}

{% step %}

### Confirm your role and project setup

Missing menus usually means missing permissions. Project admins also manage users and companies here.

Go to [Project management (roles, users, companies)](/deskely-user-manual/project-management.md).
{% endstep %}

{% step %}

### Set up master data

Create the lists you want to reuse across templates and records.

Go to [Master data](/deskely-user-manual/master-data.md).
{% endstep %}

{% step %}

### Pick a module and start working

Start with the module your project uses first. Each module page links to templates and execution.

Jump to:

* [ITR (templates, design, tags, checksheets)](/deskely-user-manual/itr.md)
* [PWL (templates, design, tags, management)](/deskely-user-manual/pwl.md)
* [Walkdowns](/deskely-user-manual/walkdowns.md)
* [Punches](/deskely-user-manual/punches.md)
* [Certificates](/deskely-user-manual/certificates.md)
* [Commissioning Procedures (CP templates)](/deskely-user-manual/commissioning-procedures.md)
  {% endstep %}

{% step %}

### Execute in the field (when applicable)

Some actions are tablet-only. This includes evidence capture and punch creation.

For ITR execution, start at [Checksheets (ITR)](/deskely-user-manual/itr/checksheets-itr.md).
{% endstep %}

{% step %}

### Troubleshoot fast

Use the common fixes first. Then send the right info to support.

Go to [Troubleshooting and support](/support/troubleshooting-and-support.md).
{% endstep %}
{% endstepper %}

### UI conventions used in this manual

* Buttons, fields, and menu items are **bold**.
* We use “select” for clicking or tapping.
* Navigation is written as **Menu** → **Submenu**.

### Start here

<table data-view="cards"><thead><tr><th>Start here</th><th data-hidden data-card-target data-type="content-ref">Open</th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td><strong>Sign-up and sign-in</strong><br>Accept your invite and log in.</td><td><a href="/deskely-user-manual/authentication.md">Authentication</a></td><td><a href="https://3984130253-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FR44RZrN9BKSyEdCmG8rA%2Fuploads%2F0l7dY9oxJFK1JExoesZy%2FFrame%201.png?alt=media&amp;token=c0129698-851c-4d04-8eac-1eeca3e5ba62">Frame 1.png</a></td></tr><tr><td><strong>Project management</strong><br>Roles, users, and companies.</td><td><a href="/deskely-user-manual/project-management.md">Project management</a></td><td><a href="https://3984130253-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FR44RZrN9BKSyEdCmG8rA%2Fuploads%2FkeOHTpzOG55DMy7AtLCb%2FFrame%203.png?alt=media&amp;token=eda25ee0-4822-41a4-863e-c1525798b62b">Frame 3.png</a></td></tr><tr><td><strong>Master data</strong><br>Set up lists used across templates and records.</td><td><a href="/deskely-user-manual/master-data.md">Master data</a></td><td><a href="https://3984130253-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FR44RZrN9BKSyEdCmG8rA%2Fuploads%2FDPaKs9CBcg8o6CtszuWV%2FFrame%202.png?alt=media&amp;token=d8255e6d-4b58-4c4f-bdc4-240ea4dadfb1">Frame 2.png</a></td></tr></tbody></table>

### Main modules

<table data-view="cards"><thead><tr><th>Module</th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref">Open</th></tr></thead><tbody><tr><td><strong>ITR</strong><br>Templates, design, tags, and checksheets.</td><td></td><td><a href="/deskely-user-manual/itr.md">ITR</a></td></tr><tr><td><strong>PWL</strong><br>Templates, design, tags, and issued PWLs.</td><td></td><td><a href="/deskely-user-manual/pwl.md">PWL</a></td></tr><tr><td><strong>Walkdowns</strong><br>Run and track walkdowns by area.</td><td></td><td><a href="/deskely-user-manual/walkdowns.md">Walkdowns</a></td></tr><tr><td><strong>Punches</strong><br>Create, review, and follow the lifecycle.</td><td></td><td><a href="/deskely-user-manual/punches.md">Punches</a></td></tr><tr><td><strong>Certificates</strong><br>Monitor readiness and certificate status.</td><td></td><td><a href="/deskely-user-manual/certificates.md">Certificates</a></td></tr><tr><td><strong>Commissioning Procedures</strong><br>CP templates, publishing, and export.</td><td></td><td><a href="/deskely-user-manual/commissioning-procedures.md">Commissioning Procedures</a></td></tr></tbody></table>

### Help

<table data-view="cards"><thead><tr><th>Support</th><th data-card-target data-type="content-ref">Open</th></tr></thead><tbody><tr><td><strong>Troubleshooting and support</strong><br>Common issues and how to get help.</td><td><a href="/support/troubleshooting-and-support.md">Troubleshooting and support</a></td></tr></tbody></table>