LiquidPlanner Project Management Training Videos

Each short video helps gets you up to speed on key features that help you manage projects more easily. The videos are designed to help you get started quickly. For advanced features and full details, see the Help Guide.

Overview Videos: ▶ Projects ▶ Scheduling ▶ Collaboration ▶ Analysis

Getting Started Video Series (recommended for all workspace admins): Part 1: Introduction to LiquidPlanner In this video we introduce the concepts of priority-based scheduling and automatic resource leveling. You'll get an overview of the primary pages in LiquidPlanner: Home, Projects, My Tasks, My Timesheet and Settings. Part 2: Creating Project Plans This video introduces the core project plan components - projects, sub-folders and tasks - and shows you how to use the Add-Multiple feature for efficient data entry. Part 3: Date Calculations and Scheduling Tools Take a more detailed look at how schedule dates are calculated and how you can affect those dates through prioritization, delays and dependencies. You'll also learn how to use deadline dates to drive at-risk alerts. Part 4: Multi-Project Management Learn how to use packages to schedule multiple concurrent projects with shared resources. Part 5: Events In this video we show you how to account for full-day events, such as vacations and holidays. Part 6: Logging Progress Learn how to log progress on your tasks through both the task edit pane and your timesheet. Part 7: Command Menus and View Gallery Explore the key navigation and display tools in the command menus and the View Gallery. Part 8: Filters Learn how to use filters to focus on the most relevant set of data in your project plan. Part 9: Recap of Key Concepts Get a quick recap of the key concepts of priority-based scheduling and using packages to schedule multiple concurrent projects.