Work Management
Manage tasks, track progress, and organize your day-to-day work within projects.
Understanding Work Management
Creating and Managing Plans
- How to Mass Edit Tasks in a PSOhub Project Plan
- How to Move, Copy & Delete tasks in a PSOhub Project Plan
- How to Manage Tasks within a Plan Template
- How to Copy & Delete a Plan Template in PSOhub
- Project Plan: How to Set Up Task Lists, Tasks and Milestones
- How to Assign Multiple Tasks to Team Members in a PSOhub Project
- Create a plan in PSOhub from a HubSpot deal
- Create a plan without a project
- Delete a plan
Tasks and Milestones
Timeline (Gantt Chart)
Task Views
- How to Find Unassigned Tasks & Assign Them to Resources
- Introduction to Task Management
- Tasks by Kanban (Task Management)
- How to View Tasks by Resource in PSOhub
- How to View Tasks by Week in PSOhub
- Assigning a task to a business unit vs a resource
- Tasks by Plan: How to View Tasks by Project in PSOhub
- How to Share a Project Plan & Gantt Chart with a Client via Shareable Link
- Understand the All Tasks overview
- How to Use the Grid View in PSOhub
- Task Views: What they are and how to use them
- All Tasks List overview