Frequently asked questions
Straight answers to start organizing your research.
Getting started
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How do I start my first project?
Create your free account with your e-mail. In the hub, use Create project: on the free plan you can create up to 2 projects right away, as administrator. Then set the stages, invite the team and add tasks with owners and deadlines.
Can I invite supervisors and collaborators?
Yes. Project administrators invite people by e-mail. The invitation is valid only for that project and is accepted by signing in with the same address, by e-mail or with the Google account.
How do I organize the research stages?
Administrators can set stages and columns in Settings. The stages describe the scientific path; the columns show the progress of the tasks.
Can I try it before creating an account?
Yes. The example project lets you browse tasks, documents and team with fictional data, without signing in.
Where do I follow the deadlines?
The Calendar arranges tasks by due date. Open a task to see its deadline and owner.
How do I record references and decisions?
Use Documents to add references, links, minutes and decisions. For a reference, enter the DOI: Crossref fills in the title, authors, journal and date.
Plans and subscription
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What does the free plan include?
2 active projects, unlimited tasks, DOI references and citations in five styles, documents, minutes and decisions, up to 8 editors per project (people with Viewer access do not count) and 100 MB for PDFs. No card needed.
I need more than 2 projects. What now?
After the second project, the Create project button opens a request for an additional project, reviewed by the administration. You follow the answer in the Requests tab of the hub.
Will there be paid plans?
The Research and Team plans are in preparation. Prices, features and terms will be announced at launch.
Account and access
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How do I sign in to Kanban Pesquisa?
With your account's e-mail, by code, sign-in link or password, or with a Google or Microsoft account for the same e-mail. Sign-up is open and free: by e-mail, the account is created after you type the code or open the link we send; with Google or Microsoft, on your first sign-in.
I forgot my password. What do I do?
On the sign-in screen, use Forgot my password to receive a link and create a new one. You can also sign in with just the access link sent to your e-mail.
Does an invitation give access to every project?
No. Access is set per project, with the administrator, member or viewer role. Taking part in one project does not open other teams' projects.
Projects and tasks
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Where do the research documents go?
In Documents you record references, links, minutes and decisions. To use Google Drive, click Add and choose Create in Google Drive or Import from Google Drive; Kanban only accesses the files you create or choose.
How do I follow deadlines and progress?
The Overview shows how the tasks are going. The Calendar gathers the due dates; select a task to see its details.
Can I use it with ChatGPT or Claude?
Yes. In Integrations, connect ChatGPT or Claude to look up and update your projects in natural language. You choose the projects and permissions and can revoke the connection at any time. See the integration step by step
Data and privacy
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Can I switch between light and dark themes?
Yes. In the account menu, under Appearance, choose light, dark or the system default. The preference is saved in this browser.
What data can I record?
Use the space for the research's administrative data. Do not include clinical data, individual answers or identifiable information about participants.