Videos
Plannerly videos
BIM management, ISO 19650 and Plannerly itself, newest first. Each video has its own page with its description, chapters and where it is used on the site.
Video · 2:28Create a Customized Referral Link
Learn how to create custom referral links for our website in this step-by-step guide. We'll show you how to set up links that point to different pages and ensure your referrals are properly tagged. Best of all, you'll earn a $1000 commission for each person who signs up for a plan through your...
Video · 1:27Plannerly Referral Program - You get $1,000 per referral!
You get $1,000 per referral! They get 50% off their Plannerly subscription!
Video · 39:19Why Your BIM Files Are Lost in Seven CDEs
Seven CDEs. One plan. In this live session an approved document files itself in the client's SharePoint, files dropped in the design team's Dropbox fill their requests in the MIDP, and a reviewed drawing goes straight on to the contractor's Autodesk Forma.
Video · 1:01Plannerly Accounts, Workspaces and Projects Explained
Step-by-step guide: https://help.plannerly.com/en/article/accounts-workspaces-and-projects-in-plannerly-explained Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:47How to Add Your Logo and Colors to Your Plannerly Account
Step-by-step guide: https://help.plannerly.com/en/article/how-to-add-your-company-logo-and-colors-to-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:49How to Add a Second Admin to Your Plannerly Account
Step-by-step guide: https://help.plannerly.com/en/article/how-to-add-another-account-admin-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:54How to Group Projects into Workspaces in Plannerly
Step-by-step guide: https://help.plannerly.com/en/article/66-how-to-create-a-new-workspace-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:55Plannerly Pro or Company? Choosing the Right Plan for Your Team
Step-by-step guide: https://help.plannerly.com/en/article/51-how-much-does-plannerly-cost Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 1:00How to Set a Default Page Size and Margins in Plannerly
Step-by-step guide: https://help.plannerly.com/en/article/set-company-page-size-margins-and-text-styles-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:53How to Build an Auto-filling Header and Footer for Every Project
Step-by-step guide: https://help.plannerly.com/en/article/add-a-company-header-and-footer-with-smartfields-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:42How to Make a Company Cover Page with an AI Background
Step-by-step guide: https://help.plannerly.com/en/article/create-a-company-cover-page-with-an-ai-background-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:49How to Set Up Custom Templates in Plannerly (the Right Way)
Step-by-step guide: https://help.plannerly.com/en/article/choose-which-templates-appear-in-project-libraries-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 1:43SmartFields: Change One Value, Update Every Document
Step-by-step guide: https://help.plannerly.com/en/article/81-what-are-smartfields-and-why-you-ll-love-them Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:47How to Roll Out a Company Standard Update to Projects in Plannerly
Step-by-step guide: https://help.plannerly.com/en/article/how-to-roll-out-a-company-standard-update-to-projects-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:45How to Create a New Project in Plannerly
Step-by-step guide: https://help.plannerly.com/en/article/163-creating-and-renaming-projects Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:50How to Set Project Details, Date Format and Time Zone
Step-by-step guide: https://help.plannerly.com/en/article/set-the-project-number-client-language-and-time-zone Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:51Level of Information Need and bSDD: Set Them Up from Day One
Step-by-step guide: https://help.plannerly.com/en/article/project-lod-loin-standards Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:45How to Add Custom Task Statuses with Progress Percentages
Step-by-step guide: https://help.plannerly.com/en/article/customise-task-statuses-and-progress-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:44How to Duplicate a Project in Plannerly: What to Keep and Leave Behind
Step-by-step guide: https://help.plannerly.com/en/article/109-how-to-duplicate-a-project-in-plannerly-using-templates-instead Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:35Archive or Delete? The Right Way to Manage Plannerly Projects
Step-by-step guide: https://help.plannerly.com/en/article/97-archiving-and-deleting-projects Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:53How to Add Staff to All Plannerly Projects Without Email Invites
Step-by-step guide: https://help.plannerly.com/en/article/account-members-give-your-staff-default-access-to-projects Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:56Plannerly Roles and Permissions: Preview Your Project as a Viewer
Step-by-step guide: https://help.plannerly.com/en/article/1-permissions-viewer-editor-manager Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:56How to Set Up Project Teams in Plannerly
Step-by-step guide: https://help.plannerly.com/en/article/how-to-add-a-team-to-a-plannerly-project Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:50How to Invite People to a Plannerly Project
Step-by-step guide: https://help.plannerly.com/en/article/52-inviting-team-members-to-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:32Copy Your Team to a New Project in Under 60 Seconds
Step-by-step guide: https://help.plannerly.com/en/article/how-to-copy-a-team-to-another-plannerly-project Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:42How to Block WhatsApp and Other Notifications for Your Whole Account
Step-by-step guide: https://help.plannerly.com/en/article/set-the-notification-rules-for-your-whole-plannerly-account Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:38How to Connect Autodesk to Plannerly with a Service Account
Step-by-step guide: https://help.plannerly.com/en/article/connect-autodesk-to-plannerly-with-a-service-account Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 1:10How to Connect Plannerly to SharePoint, Dropbox and Procore
Step-by-step guide: https://help.plannerly.com/en/article/connect-your-cde-automate-file-transfers-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:47How to Create a Secure API Key in Plannerly
Step-by-step guide: https://help.plannerly.com/en/article/how-to-create-a-plannerly-api-key Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 1:14How to Roll Out Plannerly to Your Team (a Practical Guide)
Step-by-step guide: https://help.plannerly.com/en/article/how-to-roll-plannerly-out-to-your-team Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 1:05ISO 19650 Key Terms Explained in Plain English
Step-by-step guide: https://help.plannerly.com/en/article/iso-19650-key-terms-in-plain-english-with-us-words Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/
Video · 0:51Finally Invited to a Plannerly Project? Start Here
Step-by-step guide: https://help.plannerly.com/en/article/how-to-find-your-project-and-get-around-it-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/
Video · 0:38The Fastest Way to See Your Work in Plannerly
Step-by-step guide: https://help.plannerly.com/en/article/how-to-see-your-own-tasks-on-a-plannerly-project Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/
Video · 0:41How to Ask Questions Where the Work Actually Happens
Step-by-step guide: https://help.plannerly.com/en/article/how-to-ask-a-question-on-a-task-in-plannerly-and-mention Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/
Video · 0:30Stop Reading Every Notification: The Smarter Way to Catch Up
Step-by-step guide: https://help.plannerly.com/en/article/how-to-catch-up-on-project-activity-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/
Video · 0:45How to Set Up Your Profile and Notification Preferences
Step-by-step guide: https://help.plannerly.com/en/article/71-how-can-i-add-my-photo-to-my-profile-in-the-plannerly-app Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/