Work Management
Understand and learn how to work with Tasks and Plans.
Creating and Managing Plans
- Introduction to Plans
- Plan views including the overall Plans view
- How to create your project's plan?
- Create a plan in PSOhub from a HubSpot deal
- How to use the Grid View in a Plan
- Create a plan without a project
- Assign multiple tasks to users within a plan
- How to modify a Plan template
- Modify the plan in a project
- Delete a plan
- Plan and Gantt chart shareable link