Need to filter specific projects for your executive? Try adding a personalized tag so they can pull a detailed report just for them!
Quick Product Tips | Tags for Reports
Quick Product Tips | Worst Case Scenario Template
Don’t have time to build out every project from scratch? Use a template to make your project building more seamless!
Quick Product Tips | Recovering Deleted Items
Clicking the trashcan Icon in the lower left side of the projects tab will allow you to recover any items that may have been deleted by mistake.
Quick Product Tips | Flag Widgets
A dashboard is a great way to visually see if any of your projects are at risk of missing a deadline.
Quick Product Tips | The Inbox
The Inbox is a unique package at the top of each workspace that is meant to receive any inbound work that first needs to be processed or discussed before ending up in the planned project work.
Quick Product Tips | Custom Fields in Donut Charts
Custom fields in a donut widget are a powerful visual to put on a LiquidPlanner Dashboard. Adding colors makes the information more digestible.
Quick Product Tips | Favorite View
Optimize your LiquidPlanner use and save time with Favorite Views.
Quick Product Tips | Bug Tracking
Intake widgets on Dashboards allow anyone, even people outside of your workspace, to create plan items in LiquidPlanner. Here we look at example of a Dashboard for submitting and tracking bugs.
Quick Product Tips | Custom Fields
Custom Fields are part of our data customization feature set. Learn how they become a powerful reporting tool when used.
Quick Product Tips | Daily Project Limits
Resources can easily be allocated to split their time each day on different assignments by setting Daily Limits at the Project level.
Quick Product Tips | Scheduling Engine
Understand how projects are forecasted in LiquidPlanner with the feature that makes LiquidPlanner unique, our scheduling engine.
Quick Product Tips | Resource Workload Report
The Resource Workload Report offers the best visual representation of how work is spread across the resources in your workspace. Team members can be grouped and work can be quickly reassigned in this view to allow you to effortlessly balance the workloads of resources with similar skill sets.