Projectplace webinar on-demand: Document management deep-dive and more

Do you manage documents in Projectplace? If yes, this is the webinar for you! We will do a deep-dive into functionalities and best-practices related to the Documents tool. You will also get to learn about some recent updates that will make it easier for you to work with documents in Projectplace.

Here’s an overview of what is covered:  

Document apps
  • What are they? Why are they important and how can you download them?
Working with folders and documents
  • Setting access rights
  • Keeping track of versions
  • Copying documents/folders and folder structures over to other workspaces
  • Sending documents on review
  • Best practices for communication within the Document tool
  • Much more….!
For Account Administrators
  • Storage Overview and Adjustment of workspace storage
Projectplace beyond document management
  • My Overview & Workspace Overviews give you useful shortcuts to recent work and a quick view of recent conversations
  • Boards and Cards – a great way to get work done

Who should attend this webinar?
Anyone using documents in Projectplace today or anyone wanting to learn more.

Is there a cost associated with this webinar?
No, it’s free of charge.

Did you miss our previous webinars? Watch them on-demand!
Projectplace tips & tricks
How to work with Kanban boards in Projectplace
How to plan in Projectplace
Best practices for new functionality in Projectplace

Date

On Demand

Time

On Demand

Location

Online (webinar)

Duration

1 hour

Meet our speaker

  • Janet van den Eijnde

    Projectplace Consultant at Planview

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.

Here’s an overview of what we will cover:  

Document apps
  • What are they? Why are they important and how can you download them?
Working with folders and documents
  • Setting access rights
  • Keeping track of versions
  • Copying documents/folders and folder structures over to other workspaces
  • Sending documents on review
  • Best practices for communication within the Document tool
  • Much more….!
For Account Administrators
  • Storage Overview and Adjustment of workspace storage
Projectplace beyond document management
  • My Overview & Workspace Overviews give you useful shortcuts to recent work and a quick view of recent conversations
  • Boards and Cards – a great way to get work done

Who should attend this webinar?
Anyone using documents in Projectplace today or anyone wanting to learn more.

Is there a cost associated with this webinar?
No, it’s free of charge.

Not a good time for you or unable to attend?
Register anyway and we’ll send you the webinar recording!

Did you miss our previous webinars? Watch them on-demand!
Projectplace tips & tricks
How to work with Kanban boards in Projectplace
How to plan in Projectplace
Best practices for new functionality in Projectplace

Register Now

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