Welcome! If you're new to LiquidPlanner, you're in the right place. The resources below will help you set up and utilize the powerful features that come with your workspace. If you've been invited into an existing workspace, skip the Setup and Onboarding section. Instead, focus on learning The Basics and understanding how to use LiquidPlanner in your role with the appropriate New User Guide. When you're ready for more, watch the Getting Started video series and master the key concepts.
Your workspace is where all of your projects and teams work together. Use these resources to learn about workspace navigation and settings.
Learn about the different plan items that can be added to a project and how to organize projects so they model your realistic workflow.
Learn about LiquidPlanner's scheduling methodology and key features that help you create projects and manage tasks.
Tracking your progress is a key aspect of keeping your schedule up-to-date in LiquidPlanner. Use these resources to learn more about loggin progress and how to track project activity.
Learn how to quickly locate specific items in your plan, use different views to monitor your projects, and leverage other power-user features.
Collaboration and communication is key to project success. Use these resources to explore LiquidPlanner's features for collaborating on your projects.
Learn about the different reporting features you can use to monitor your projects and report on key metrics.
Use these resources to learn how to import projects or export data out of your LiquidPlanner workspace.
Managing projects is a team effort. Use these resources to learn how to invite members to collaborate with you on your projects.
Learn how to model unique project scenarios in LiquidPlanner with these help resources.
Connect LiquidPlanner to the tools and services that are vital to your business. Try one of our integrations or build your own using the LiquidPlanner API.
Use the resources in this section to optimize your project management processes, dig deeper into your data, and get the most out of LiquidPlanner.
If you are the owner or co-owner of your LiquidPlanner workspace, these resources will help you manage your LiquidPlanner account.