Commenting within LiquidPlanner helps cut down on meeting time and moves conversations out of email, where threads are easily lost and disconnected from the task work.
Comments can be added via the plan item's Edit Panel, the workspace activity stream on Home, your timesheet, or email integration.
Comments can include any rich-text content, including images.
Commenting supports tags. Entering a hashtag (#) directly followed by a n...
Project Teams in LiquidPlanner provide visibility into who is working on a project and they enhance communication for everyone involved.
A project team is a dynamically created list of people that are working on a project. Specifically, workspace members that have assigned plan items within a project are automatically members of that project team. To contact just the people on the project team, you can create a project alias and send comments ...
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Dashboards allow you to build high-level views that help you visualize your data and share information with workspace members and external collaborators. You can create dashboards to help you track project completion, provide status updates to stakeholders, or to manage your own work.
Not sure what types of dashboards to build? Looking for examples and inspiration? Visit the Dashboard Gallery.
A good intake process can make fulfilling a request or launching a new project much easier. In LiquidPlanner, you can add an Intake Form widget on a dashboard to allow team members or external guests to submit new items like urgent IT issues, client feedback, or project requests.
Before building an intake form, you may wish to familiarize yourself with Dashboards.
If external guests or clients will be using the intake form, you'll wan...
You can upload files to any plan item via the Edit Panel. Files can be uploaded from your local drive, Google Drive™, Dropbox, or Box. Link to external files and access documents stored with services such as Sharepoint, One Drive, Apple iCloud Drive, and SugarSync.
Upload Local Files
Open the edit panel for an individual item and click on the Documents link at the top or scroll down to the documents section.
Click Add > Upload Fi...
The Edit menu is the home of several features that facilitate collaboration with all project players, even those who aren't members of your workspace. On the Projects tab, click on the pencil icon to access the edit menu:
Opens the plan item's edit panel.
Share Links & Email
There are two options within this menu selection:
Link: This displays a direct link to the selected plan item. It's a handy way to cross-reference...
LiquidPlanner has multiple email integration features to help you communicate more efficiently with your team and get new tasks into LiquidPlanner.
Updating Email Integration security settings
Email Integration settings are found via your User Menu > Settings > Workspace Settings > Email Integration. In order to take advantage of our inbound email features, be sure that your email integration setting is enabled at the desired se...
Sometimes, you need to monitor items in the workspace that you do not own. You might need updates on a colleague's task that is related to the work you're doing. Or you need to know when work or requests get added to a specific container, such as the Inbox. If you'd like to receive recent change notifications for a plan item that you do not own, you can follow it. No one else can see which items you've chosen to follow.
Request Update is a convenient way to check in with team members regarding items they own and ask for an update on their work. The Request Update feature sends an email to the task owner(s) that prompts them to update their task.
Using Request Update
On the Projects tab, select the item(s) you want updated.
Go to the Edit Menu (pencil icon) and select Request Update.
This will open the Request Update window (shown below) where you’...
Project Portals allow you to share project work with external clients or stakeholders, and collaborate with them in a secure way. Any project folder in LiquidPlanner can have its own project portal, and portal guests do not require a paid license.
Use project portals to:
Keep clients and stakeholders in the loop on projects without having to spend hours creating separate status reports.
Exchange files, comments, schedules, and notes ...
As a portal guest, you’re here because a very wise person you know is using LiquidPlanner to manage a project and wants to share related information with you. This article will walk you through a project portal, explaining what you see as well as the functions that any portal guest can perform. Keep in mind that your project manager will likely set the business rules that govern your use of the project portal.
A project portal is a sec...
This article is intended as a quick reference for users that are setting up and configuring Project Portals. Many of the topics listed here are also explained in greater detail in the Project Portals and Navigating a Project Portal articles.
I sent an invitation to a portal guest. They tried to accept, but got a message that the invitation is invalid.
I’ve shared a project on the portal, but none of the tasks are visible – wh...
You can cross reference LiquidPlanner plan items, or attach web links on any plan item via the Edit Panel. Scroll down to the Links section, or jump to it by clicking the paper clip icon at the top of the edit panel.
Click "Add" and you'll see two options: Cross Reference and External Link.
Cross Reference Plan Items
To cross reference another plan item in LiquidPlanner, click Add > Cross Reference.
You can either navigate th...
Home is the first place you land when you log into LiquidPlanner. Here, you'll be able to see what's happening across your entire workspace.
The Activity Stream
The activity stream allows you to focus on the updates and conversations that you care about. This stream displays the item that has been most recently updated at the top. Use the toggles above the activity stream to narrow down your focus to the activity of most interest to you.