How to Set Up Your Hoicko Account – Complete Beginner's Guide
Welcome to Hoicko
Setting up your Hoicko account takes just a few minutes. This guide walks you through everything — from signing up to launching your first project — so you can start managing your work efficiently right away. Whether you are in Udaipur, Delhi, Bangalore, or anywhere in the world, Hoicko is ready to work for you.
Step 1: Create Your Hoicko Account
- Visit hoicko.ai in your browser.
- Click the "Get Started Free" or "Sign Up" button.
- Enter your name, work email address, and a secure password.
- Verify your email by clicking the confirmation link sent to your inbox.
- You are now inside your Hoicko account!
Step 2: Set Up Your Profile
- Click on your profile icon in the top-right corner.
- Go to Profile Settings.
- Add your full name, profile photo, job title, and timezone.
- Set your preferred language and notification preferences.
- Save your changes.
Step 3: Create Your First Workspace
A Workspace is your team's digital office in Hoicko. Here is how to create one:
- From the dashboard, click "Create New Workspace".
- Give your workspace a name (e.g., "Marketing Team", "Sales Operations", or your company name).
- Choose a workspace icon or color to make it easily recognizable.
- Select your industry so Hoicko can suggest relevant templates.
- Click "Create Workspace".
Step 4: Invite Your Team Members
- Inside your workspace, go to Settings > Members.
- Click "Invite Member".
- Enter the email addresses of the people you want to invite.
- Assign them a role: Admin, Member, or Guest.
- Click "Send Invitation" — they will receive an email to join.
Step 5: Create Your First Board
Boards are where all your tasks, projects, and data live. To create one:
- Inside your workspace, click "+ New Board".
- Name your board (e.g., "Project Tracker", "Client List", "Content Calendar").
- Choose a view type: Table, Kanban, Calendar, or Form.
- Add custom columns to structure your data (Status, Due Date, Owner, Priority, etc.).
- Start adding rows/items — each row represents a task, record, or project.
Step 6: Customize Your Workspace
- Add a workspace logo for branding.
- Set workspace-level permissions to control what members can see and do.
- Organize boards into folders for cleaner navigation.
- Pin your most-used boards to the sidebar for quick access.
Step 7: Explore Key Features
Once your account is set up, explore these powerful Hoicko features:
- Automation: Save time by automating repetitive tasks.
- DOC: Create and manage documents within your workspace.
- CRM (SPEND360°): Track leads and manage your sales pipeline.
- Dashboard: Get a real-time overview of your team's progress.
- Forms: Collect data from external users directly into your boards.
Tips for New Hoicko Users
- Start with a simple board and add complexity as you learn the platform.
- Use templates to quickly set up boards for common use cases.
- Watch the Hoicko YouTube tutorials at youtube.com/channel/UCMqxmdIvItfcNikGXxeVidw.
- Visit the Help Center at help.hoicko.ai for step-by-step guides.
- Reach out to Hoicko Support at Hello@hoicko.ai if you get stuck.
Frequently Asked Questions
Q: Is there a free plan available?
A: Yes! Hoicko offers a free plan with core features. You can upgrade anytime for advanced capabilities.
Q: How many workspaces can I create?
A: The number of workspaces depends on your plan. Free users can create a limited number; paid plans offer more.
Q: Can I import data from other tools like Excel or Trello?
A: Yes, Hoicko supports data import via CSV. Contact support for assistance with complex migrations.
Q: Is Hoicko available in Hindi or regional Indian languages?
A: Currently, Hoicko primarily operates in English. Regional language support is on the product roadmap.