RESOURCES

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Quick Product Tips | Tags for Reports

Need to filter specific projects for your executive? Try adding a personalized tag so they can pull a detailed report just for them!

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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!

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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.

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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.

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Tracking Your Project Costs Webinar

Forecasting and tracking the project costs is a key tenet of project management. Project costing can help you weigh the anticipated benefits between two potential projects, govern decisions as the project progresses, and evaluate the profitability of a project. This webinar will teach you how to manage project costing using LiquidPlanner, and explore Analytics reports

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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.

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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.  

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Getting Your Team to Yes Webinar

Tired of no decisions being made with new tools for your company? Check out our webinar with LiquidPlanner expert Emily Bestor, where she will walk you through the most common objectives to investing in project management software and how to combat those obstacles! Whether you are interested in getting a new tool or need to

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Setting Up Your LiquidPlanner Workspace Webinar

Watch this webinar to get tips for getting started with LiquidPlanner, learn best practices for setting up your workspace, and the most important things your team can do to keep the schedule up-to-date.

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Quick Product Tips | Favorite View

Optimize your LiquidPlanner use and save time with Favorite Views.

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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.

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How S Phase Collaborates using LiquidPlanner Dashboards

This webinar features a LiquidPlanner expert and Dashboards superfan – Gina Rosen, PMO Director at S Phase, LLC. Gina shares how dashboards are used at S Phase to collaborate more effectively with their internal stakeholders, team members and clients. If you’re new to using Dashboards, you’ll learn some great tips on how to make the

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