Video
How to Request Files from Project Teams Without Spreadsheets
About this video
Step-by-step guide: https://help.plannerly.com/en/article/how-to-request-files-from-project-teams-in-plannerly
Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/
A delivery list that lives in a spreadsheet gets checked about as often as the fire extinguisher. Paste it straight into Plannerly's File Manager, build standard names, choose the team that owes the files, and Request files as placeholders everyone can see.
In this video:
0:00 Paste the list
0:12 Build standard names
0:22 Request files
Next: How to Deliver a Requested File and Update Every Task at Once: https://youtu.be/g9nzY5Rthrs
The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs
Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information.
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