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Plannerly Admin
Set up your company's standards, templates, access and connections, so every project starts from the same repeatable workflow.
24m 27 lessons 6 quick checks Certified Plannerly Administrator
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Free · Certified Plannerly Administrator certificate included
Course contents
6 topics, 27 lessons
Every lesson is open. Sign in with your Plannerly account to track your progress, take the quick checks and earn your Certified Plannerly Administrator certificate.
Set up your account6 steps · 5 min
Company standards for documents and exports7 steps · 7 min
- Page setup and text styles for every exportVideo · 1 min
- Headers and footers that fill themselves inVideo · 1 min
- A cover page worth openingVideo · 1 min
- Choose your template libraryVideo · 1 min
- SmartFields: write it once, use it everywhereVideo · 2 min
- Roll out a standard update to projectsVideo · 1 min
- Quick check: company standardsQuiz · 3 questions
Create and configure projects7 steps · 6 min
- Create a projectVideo · 1 min
- Project details, language and time zoneVideo · 1 min
- Classification standards and bSDDVideo · 1 min
- Statuses that match your workflowVideo · 1 min
- Start the next project from this oneVideo · 1 min
- Archive and delete projectsVideo · 1 min
- Quick check: setting up projectsQuiz · 3 questions
People and access6 steps · 5 min
Notifications and integrations5 steps · 5 min
Roll it out2 steps · 2 min
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Every lesson uses Plannerly. Open the free version and follow along.