PSOhub

Introduction to Plans

Julie Bennett

Claudette Albers-Reid

Understand and learn how to work with Tasks and Plans

Project Plan

Understand how to create a plan for a project

How to create your project's plan?

Understand how you can promote a HubSpot deal to a project plan in PSOhub without a project.

Create a plan in PSOhub from a HubSpot deal

Learn how to give access to a plan and Gantt chart in read mode only

Plan and Gantt chart shareable link

Learn how to create a plan without a project.

Create a plan without a project

Understand the different views of a plan including the overall Plans view.

Plan views including the overall Plans view

Delete a plan

Understand how to modify a plan within a project

Modify the plan in a project

Understand the different options to modify a Plan template

How to modify a Plan template

How to assign multiple tasks to team members?

Assign multiple tasks to users within a plan

How to add a workload sheet template to a quote?

Add a plan template to a quote

Plans

Learn how to create tasks and sub-tasks as well as their related task lists.

Create tasks and check list items

Tags in Tasks

Create a milestone

Understand where a user can view and update their tasks, check lists and milestones as well as create new ones.

Update and mark Tasks as complete, check lists and milestones

How to manage absence when assigning a task within a project

Absence during assigned task in a project

How to synchronize PSOhub tasks to HubSpot

PSOhub tasks synchronizing to HubSpot

Tasks and milestones

Introduction to the Gantt chart

Understand the workflow for plans and timelines

How to create the Timeline (Gantt) of your Plan?

Understand how to simultaneously track the progress of multiple projects

Track multiple projects using the Gantt chart

How to use tags (or keywords) for tasks and show in the Gantt chart

Tags in the Gantt Chart

Gantt Chart

Understand the power of leveraging Task Management

Introduction to Task Management

Understand how all tasks are visible by resource

Tasks by Resource

Understand how all tasks are visible by plan

Tasks by Plan

Tasks by Week

The difference between assigning a task to a business unit instead of a resource

Assigning a task to a business unit vs a resource

Understand how all tasks are visible in the board Tasks by Kanban

Tasks by Kanban (Task Management)

All Tasks List overview

How can I monitor, assign, and track tasks across multiple projects in one place?

Understand the All Tasks overview

Task Management

Introduction to the Kanban board

Understand when and how to use the Kanban board

How to use the Kanban board?

Kanban board

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