Work Management
Manage tasks, track progress, and organize your day-to-day work within projects.
Understanding Work Management
Creating and Managing Plans
- How to Copy & Delete a Task Template in PSOhub
- How to Move, Copy & Delete Tasks in a PSOhub Project Plan
- How to Mass Edit Tasks in a PSOhub Project Plan
- How to Manage Tasks within a Plan Template
- 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
- Tasks and Milestones: How to Update & Mark Tasks Complete in PSOhub
- How to Create a Task List in PSOhub
- How to Set Up Recurring Tasks
- How to Create Tasks & Checklist Items in PSOhub
- Task Tags: How to Add & Use Tags on Tasks in PSOhub
- How to Create a Milestone in PSOhub
- Absence & Task Conflicts: How PSOhub Handles Absence During an Assigned Task
Timeline (Gantt Chart)
Task Views
- Introduction to Task Views
- How to Find Unassigned Tasks & Assign Them to Resources
- 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
- All Tasks: How to Track Tasks Across Multiple Projects in PSOhub
- How to Use the Grid View in PSOhub
- Task Views: What They Are and How to Use Them
- All Tasks List overview