8 Tips and Tricks to Getting the Most out of LiquidPlanner

Are you using LiquidPlanner to its full potential?

liquidplanner tips and tricks

There are a lot of features in our online project management software that can make your work life easier. Whether you’re new to LiquidPlanner or a self-proclaimed Super-User, here’s a list of features and how to use them to make the projects you manage more efficient and fun.

  1. New to LiquidPlanner? Start with Creating Project Plans.
    Learn how to create a project and review and modify the schedule order. This is a good introduction and refresher
  2. Save time with Duplicating Projects.
    Create a template project that you can duplicate and reuse for all new projects
  3. Use Comments to replace emails and meetings.
    This feature lets team members communicate information within each task, replacing email strings and meeting cycles.
  4. Use Favorites to create shortcuts.
    This feature gives you direct access to a frequently used package or a filter combination.
  5. See who’s working on what with the Workload Report.
    This feature gives you a bird’s eye view of all scheduled work assigned to team members.
  6. Use Activities to categorize your logged and remaining hours.
    This feature lets you designate hours as billable or non-billable and drives valuable analytics.
  7. See which Task Tips can help you manage projects better.
    Learn how to set different task views and create and work with tasks more efficiently.
  8. Use Portfolio Mode for a clean view of your client list.
    You can also print out a PDF file of client portfolios.
8 Tips and Tricks to Getting the Most out of LiquidPlanner was last modified: January 15th, 2014 by Mary Ellen Hunter

2 thoughts on “8 Tips and Tricks to Getting the Most out of LiquidPlanner”

    1. Keiko Matter

      Hi Erin,

      You can re-order the columns displayed on the Projects tab. However, it’s not possible to re-sort the priority order structure by columns.

      The Filter features in LiquidPlanner allow you to filter by many of the attributes available in the columns. For example, you can filter to all of the items owned by a certain team. Or the Custom Saved Status filter might help. For example, creating a filter for Tasks with a deadline in the next 7 days. This article explains more about Filters:
      http://www.liquidplanner.com/support/articles/filters/

      Feel free to contact support@liquidplanner.com if you have more questions about Filters. Thanks!

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