LiquidPlanner’s New Getting Started Guide: An Easy Way to Onboard
Learning new project management software can be overwhelming: Where do you start? What do you need to know first?
To make the onboarding processes as easy and organized as possible, we created our new Getting Started Guide. It includes three step-by-step guides, customized for your role, so you can start managing projects in LiquidPlanner right away.
The Getting Started Guide includes:
- Setup Guide – Use this if you’re the person setting up and championing your new LiquidPlanner workspace. This guide takes you through four onboarding phases from Setup and Customizing, to Adoption and Optimization.
- Manager Guide – Use this QuickStart Guide if you’ll be planning and monitoring projects. Here, you’ll receive seven basic steps to get up and running – from a basic introduction to managing your team’s priorities to tackling changes.
- Team Member Guide – Use this QuickStart Guide if you’ll be owning and working in tasks but not overseeing or monitoring projects. You’ll get five basic steps to get you working in LiquidPlanner ASAP.
The Getting Started Guide also includes additional resources such as video tutorials, key feature concepts, webinars and a glossary. You can find it on our Learning & Support page. Here’s to your success!
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