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How to Group Projects into Workspaces in Plannerly

54 seconds Published 4 chapters

About this video

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/

One long list of projects gets hard to manage fast. Learn how to create a Plannerly workspace by office, region or type of work, choose its admins, and remove a leaver from every project in the workspace at once instead of one by one. It saves a whole afternoon.

In this video:
0:00 Why workspaces
0:11 Create a workspace
0:29 Project Members view
0:40 Remove a leaver everywhere

Next: Plannerly Pro or Company? Choosing the Right Plan for Your Team: https://youtu.be/cQEzxVuCY28
The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s

Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information.
Try it free: https://plannerly.com/
Free training: https://plannerly.com/training/
Help Center: https://help.plannerly.com/en/

LinkedIn: https://www.linkedin.com/company/plannerly
Instagram: https://www.instagram.com/plannerlyAEC

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