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

1. Visit hoicko.ai in your browser.
2. Click the "Get Started Free" or "Sign Up" button.
3. Enter your name, work email address, and a secure password.
4. Verify your email by clicking the confirmation link sent to your inbox.
5. You are now inside your Hoicko account!

Step 2: Set Up Your Profile

1. Click on your profile icon in the top-right corner.
2. Go to Profile Settings.
3. Add your full name, profile photo, job title, and timezone.
4. Set your preferred language and notification preferences.
5. 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:

1. From the dashboard, click "Create New Workspace".
2. Give your workspace a name (e.g., "Marketing Team", "Sales Operations", or your company name).
3. Choose a workspace icon or color to make it easily recognizable.
4. Select your industry so Hoicko can suggest relevant templates.
5. Click "Create Workspace".

Step 4: Invite Your Team Members

1. Inside your workspace, go to Settings > Members.
2. Click "Invite Member".
3. Enter the email addresses of the people you want to invite.
4. Assign them a role: Admin, Member, or Guest.
5. 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:

1. Inside your workspace, click "+ New Board".
2. Name your board (e.g., "Project Tracker", "Client List", "Content Calendar").
3. Choose a view type: Table, Kanban, Calendar, or Form.
4. Add custom columns to structure your data (Status, Due Date, Owner, Priority, etc.).
5. 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.