Video
How to Set Up Project Teams in Plannerly
About this video
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/
On a busy project you need to see who is who at a glance. Learn how to add a task team in Plannerly with its own name, role, abbreviation and logo, and how to mark a firm that is not appointed yet as a Prospective Team. Handy when you have asked which Tom is the architect once too often.
In this video:
0:00 Why teams need badges
0:20 Add a team
0:33 Prospective teams
0:43 Delivery team structure
Next: How to Invite People to a Plannerly Project: https://youtu.be/KFLMKfmztUc
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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