Onboard your team in 4 steps

Having your team adopt a new tool or switch to a new piece of software can definitely be a challenging and delicate process.
Therefore, we will help you put together a simple ProtoPie adoption plan consisting of 4 steps to get your team onboarded in the easiest and quickest way possible.

1. Identify pain points and benefits

First things first, adopting a new tool in your design team is not easy. We are certain you have been through a process like this several times before already. Prior to encouraging your fellow designers in your team to get started with ProtoPie, we have a few questions that you and your team should delve into first.

What are your team's pain points?

Think of any pain points your team has been encountering when it comes to creating highly interactive prototypes as well as collaborating on a communicating about prototyping.

Pain points

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What are the benefits your team is hoping for?

Think of any success and benefits your team will get from using ProtoPie. Of course, you can link these to the pain points identified earlier.

Benefits

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2. Pilot ProtoPie in a small group

As new tools are financial and time-costly investment, we do not recommend that your entire team starts learning ProtoPie altogether at once. Whether your design team consists of 50 or 5 designers, it's best to try ProtoPie out in small groups first.

What should you discover?

Based on the designers we talked to frequently who have been using ProtoPie successfully, we'd recommend that you discover the following:

  • How is the gradual learning curve compared to other tools?
  • How does ProtoPie improve your current processes?
  • How does ProtoPie improve your experience with interactive prototyping?
  • How excited does using ProtoPie make you?
  • How does ProtoPie solve the identified pain points and deliver the listed benefits?
Download our "Why ProtoPie?" deck to learn about what ProtoPie is, what you can do with ProtoPie and why you should use ProtoPie?

How to learn ProtoPie?

Most designers need about 30 minutes to understand the conceptual model to create their first few interactions and about 3 hours to create their first fully-fledged prototype using the various features ProtoPie has to offer.

Try these amazing courses taught by various ProtoPie experts for you to learn ProtoPie from A to Z:

  • Microinteractions for Beginners

    Learn about microinteractions for beginners in ProtoPie with these bite-sized videos. After watching these videos, you will able to create your first detailed microinteractions yourself.

  • Meng To, Design+Code

    Meng To, Design+Code

    Advanced Prototyping with ProtoPie

    Learn the basics of ProtoPie all the way to advanced prototyping. After taking this course, you will be able to create realistic prototypes with advanced interactions using variables, conditions, sensors, and more.

Learn more about ProtoPie in our documentation.

Tip: When learning ProtoPie, it's best to create prototypes that are representative of the work your team does and stress-test ProtoPie's many features. This way, you will be able to figure out how you can leverage ProtoPie and integrate ProtoPie into your workflow.

Need more resources?

You may find some useful resources below that are helpful to you :

3. Hold a ProtoPie workshop

It's time to get the rest of your team onboard and share the knowledge and experience you have gained while piloting ProtoPie.

Sometimes the best way to learn something new is just simply by doing it... together.

Download our "Learn ProtoPie in 30 minutes" deck for your own 30-minute workshop. Prefer a longer one? Download our "Learn ProtoPie in 2 hours" deck for your own 2-hour workshop.

Get everyone in a conference room and show off your ProtoPie expertise!

Tip: Share the prototypes you have made and let them experience the interactivity.

4. Onboard your team to ProtoPie

We'll explain to you step by step how to get started with ProtoPie for Teams by creating your own team, subscribing to the team plan, and inviting members.

Create your team

Go to ProtoPie Cloud

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  1. Go to ProtoPie Cloud and log in with your ProtoPie account.
  2. Click on your username in the top left corner of the page.
  3. Click on Create New Team in the dropdown menu.

Enter your team name

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  1. Enter your preferred team name and click on Create.

Choose a plan for your team

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  1. Choose between the yearly and monthly team plan. You can save $101 per Editor seat per year when you subscribe to the yearly team plan.
  2. Adjust the number of Editor seats.
    • Editors use ProtoPie Studio to create prototypes and upload them to your team space in the cloud. Also, Editors can do what Viewers can do too.
    • Viewers can view prototypes in your team space and leave comments. Viewers are not charged and you can invite unlimited viewers to your team.
  3. Click on Subscribe Now.

Complete your checkout

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  1. When you see the window above, a new tab or new window will direct you to the payment environment.
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  1. Verify your order information.
  2. Select your preferred payment method on the right side. If necessary, you can change the country in the top right corner of the page.
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  1. Enter your payment information accordingly and click on Pay to complete your checkout.
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  1. You will see the page above once your order has been placed successfully.
  2. Go back to the other tab or window and wait for the page to refresh automatically after a few seconds.
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  1. You can check the details of your current team plan on the Plan page under Team Settings.

Manage team members

Invite new members

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  1. Click on Invite New Member on the Team Members page under Team Settings.
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  1. Select Viewer or Editor and enter the email addresses of the members to invite. Add a comma between email addresses as a separator to invite multiple members.
  2. You can invite members as Editors up to the number of Editor seats that you chose when subscribing. If you want to adjust the number of Editor seats, you can do this by clicking on Manage Editor Seats on the Plan page under Team Settings.
  3. Click on Invite.

Manage roles

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  1. Select Editor or Viewer.
    • Editors use ProtoPie Studio to create prototypes and upload them to your team space in the cloud. Also, Editors can do what Viewers can do too.
    • Viewers can view prototypes in your team space and leave comments. Viewers are not charged and you can invite unlimited viewers to your team.
  2. Select Member or Admin.
    • Members have either the Editor or Viewer role.
    • Admin can manage the team and change the role of members.
  3. You can find the option to remove a team member by clicking on the overflow button.

Manage projects

Create a new project

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  1. Click on Create Project in the top right corner.
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  1. Select Public or Private.
    • Public projects can be accessed by all team members.
    • Private projects can only be accessed by project members. Once a project is made private, you cannot make it public.
  2. Enter a project title and description.
  3. Click on Create to create a project.

Invite project members

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  1. Click on the gray "+" beside the project member avatars.
    • This button is shown only in private projects.
    • For public projects, you don't need to invite project members since every team member can access public projects.
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  1. Click on Add to invite team members to your private project.
    • Team members are shown on the left and invited project members on the right.
    • If you want to invite non-team members to your private project, you should add them as team members first.

Collaborate in the cloud

Upload prototypes

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  1. Click on Upload in the top right corner of ProtoPie Studio.
  2. Select your team space and project.
  3. You will get a shareable link after uploading your prototype.

Manage the prototype and collaborate with team members

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  1. Share your link and let your team members view your prototype in the browser.
  2. Scan the QR code to run the prototype on your smart device.
  3. Adjust the play speed.
  4. Edit the information of the prototype and track its revision history.
  5. Leave comments on your prototype.
  6. Present your prototype in full-screen mode.

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