A project is represented in LiquidPlanner as a blue folder. Sub-folders (gray folders) can be used to structure your projects by phases or stages.
Create a Project or Sub-Folder
To create a new Project or sub-folder, go to the Projects tab > click on the Add Menu > select the item you want to add. You can add up to 50 items at one time.
Projects should represent initiatives that you plan to execute over a certain period of time. If you need to simply group related items together, like in a backlog or a knowledge base, use a Package or Backlog Package instead.
Projects can live at the root of the workspace or within a package. A project will not nest within another project.
Add a Project to the root of the workspace
Select the root of the workspace (workspace name), or any closed Package.
Clients: Associate a project to a client via the project’s edit panel. Use Analytics to create Client reports.
Sub-Folders can be created within a project or within another gray sub-folder; they can’t live at the root of your workspace, or independently within a package. When nesting sub-folders, select and drag a folder, then drop it on top of the intended parent folder.
Avoid deeply nested, complex structures. Use custom fields and tags at the task or project level instead to convey information about status, process, phase, or classification.
Rename a project folder or sub-folder by clicking on it’s title at the top of the edit panel.
Prioritize entire projects by dragging and dropping the blue project folder into the desired priority position (relative to other projects).
Tasks added to a project or sub-folder are scheduled in the order they are listed.
Associate a project to a Client via the project’s edit panel. (Double-click on the project to open the edit panel. Enter Client View to see projects grouped by client.
Enable a Portal for the project, or include it in a Dashboard, to share information with people outside your workspace.
Activities enabled on projects designate hours spent as billable or non-billable.