The New Getting Started Process for LiquidPlanner Trial Users
You sign up for a LiquidPlanner trial and you want to make the most out of your trial. So how do you get a project and your team up and running as soon as possible?
We took the “what-do-I-do-now” portion of learning a new project management tool out of the equation. LiquidPlanner trial users now have a Getting Started package included in their workspace. This means we walk you through the steps of building out a workspace and onboarding your team as you move through a folder system. It’s easy and intuitive.
Here’s how the Getting Started process works:
- After you sign up for a trial and arrive at your LP workspace Home page, “JaneDemo” will tell you where to go to get started, and how to access helpful resources.
- From the Project tab, you’ll start with the Getting Started package. This will take you through the steps of building a workspace and onboarding your team.
- Start with the first task and work your way down. Each task step has instructional and explanatory text embedded in the Edit Panel. Read these carefully, as they’ll prompt and inform you on the ins-and-outs of using LP.
- Don’t forget to scroll down to the Notes section, where there’s more info, resources and links for you.
Once you’ve familiarized yourself with setting up a project in your worksapce, the Onboard your team package gives you tips and resources to get the rest of your team actively participating in planning your projects in LP.
We want you to make the most of your 30 day trial using LP.