Top 5 Things You Can Do With the Teams Feature in LiquidPlanner

Liz Rosen | December 27, 2012

left Image

Here at LiquidPlanner, we like to think of project management as a team effort, not just a job for one individual. Once the team is fully connected and given the right tools, there’s no limit to the kind of productivity that can be unleashed!

I was thinking about this the other day at my desk, and suddenly a light bulb went off somewhere above my head (though I could have just imagined it). We care about teams so much that we actually created a Teams feature, but not everyone knows about it or what it can do. I’d hate for you to miss out on this versatile feature, so here are the top 5 things you can do with Teams in LiquidPlanner:

1. You can Filter your entire project plan by Team.


From the Projects tab, click the Filter icon and select “Filter by Owner”. Then check the boxes for your teams and when you click OK, you’ll be viewing the plan items owned by all of the members on the selected teams.

2. You can address a Comment to a Team.


Just use the “@” sign, plus the team name to leave a comment.  When you comment like this, each team member receives an email notification (in accordance with their preferences).  Why waste time typing out everyone’s individual email address in Outlook, or even selecting their names individually from the member picker when it takes only two clicks in the Comment Stream to make sure everyone gets the information they need!

3. You can filter your Timesheet Review and Timesheet Export by Team. 


Whether it’s time to review timesheets or actually export the data, take advantage of the filters to pull teams of people rather than having to select them one-by-one.

4. You can create and filter Custom Reports by Team.


Click the Analytics link to go to the Report Builder home page. Then click on the type of report you’d like to create (in this case, Teams), and you’ll immediately find yourself in a report populated with all kinds of useful data.

If you need to slice your data in a different direction, then perhaps you’ll select a Task Report instead. Then to filter it by Teams, click the filter icon (see screen shot below) and select “Filter by Person” where you’ll then be able to select teams. Only items that meet your filter criteria will be included in your data set.

5. Create Saved Filters in Analytics with Teams.


This way, you don’t have to pick the same combo of people or teams over and over again when you’re filtering reports. Save filters, save time.

Oh, and one more thing: you might want to consider putting Virtual Members and Portal Guests on teams of their own.  Wondering why?  By leaving them off Teams that contain real members, you now have a way to exclude certain people from reporting.  Thus, when you set up your teams like this, and then filter to only the teams that contain real members, you are reporting on everyone in your workspace other than those pesky resources that don’t count (well, we know they count, but you know what I mean).

Working in teams here at LiquidPlanner sparks creativity, which in turn helped me spark creativity WITH the team feature.  Let us know if we can help you do the same!