All Videos » Project Collaboration, File Sharing, and Portals
Next Video: |
Related Help Guide Topics:Kicking the tires is great, but a test drive is better. |
Video Transcript
Collaboration features put the fun back into project management and take the friction out of getting things done. Imagine taking all the ideas and notes and conversations, all the documents and screenshots and all the references associated with your projects, and putting them in one secure place that everybody can access. That’s what LiquidPlanner will do for your team. LiquidPlanner gives you the tools you need to collaborate, like email integration, project portals, notifications, history and of course, it’s all integrated with your project plan. The best way to appreciate these features is to look at a live workspace.
I’m looking at our internal LiquidPlanner workspace, where we get our work done. I’m on the Home tab and I see my status and tracking for the week, next tasks, etc. In the center I see our comment stream. These are the recent comments that have been made by members of the team. I can scroll down and see what’s been going on. These comments have pictures and some have been sent in from email integration. Recently, I’ve been working on videos so I’m going to search for that and scan the list and I see this video, Your First Project, which is the one I was looking for. When I click on that, I tunnel deep into the middle of our project plan. I’m looking at the details page right now. Every item in the workspace projects, tasks, etc., have a detail page automatically created for them. I see a task description, comment, detailed notes. These notes were actually sent in via email integration. I can click on the picture, zoom in, and when I get to the bottom, I see links and files. It’s easy to interact with this page. If I want to edit the description, I just click the edit button. If I want to reply to Liz’s comment, I can easily say, Thanks Liz! If this is an item I want to keep a close eye on, I can click Watch, although since I own it, I’m automatically watching it. I can copy a link to it and send that to somebody in the workspace, or if I’m going to send, I can just hit the send link and it will automatically open an email for me. Every item in the workspace also has an email address. I can click Get Address and that will give me an address that I can send things to for this item. If you send an item to a container, it will automatically make a new task. I can click on the comments view to just see a digest of the comments. That’s particularly useful if you go up to a higher level of the outline tree. Here, I’m looking at a high level container and I can see a broad set of comments across this particular container. The same is also true for the files view. Here’s a set of files on everything in this branch of the plan. I don’t have to be on these collaboration views to collaborate. I could be looking at the schedule and I can go to the collaborate menu and access many different functions. For instance, Share On Portal. Let’s talk a little bit about portals.
I’m going to go to another workspace. In this workspace, I’m filtered to look at just one particular project. This project is set up to use a project portal. A project portal let’s you collaborate with people outside of your workspace, such as clients or partners or contractors. You can tell a project is shared on a portal if you see that little arrow right there. It’s the same arrow we use on the tasks that are also shared on the portal. I can see this project has collaboration content on it, files, notes etc. Let’s go take a look at the portal. The portal is a simplified experience for people who only need to look at one project at a time. I can see a digest of what’s changed and what’s new, and I get a single details page for the project itself. This is the same content that you’d see in LiquidPlanner. Your portal guest can also participate in the commenting. All they’ll see is just a small subset of the comments. You can share tasks on the portal to do some lightweight collaboration such as hand-offs of documents. Those documents can be attached to those tasks and they’re all rolled up on the files tab. You can even have reporting on your project portals.
