Project management software: the first steps
Signing in, understanding the interface, finding your first projects – the tour for day one.
Video guides
WORKSPACE.PM on video
Short walkthroughs recorded in the product: from signing in to structure, schedules and boards, through to meetings and risks. Every video runs under four minutes. Audio is German.
9 videosVisit the YouTube channel
Getting started
Your first steps in the tool, plus the setup work for administrators.
Setting up users, roles and permissions (for admins)
Who may do what: create users, assign roles, inherit permissions cleanly through groups.
Planning
Create, structure and schedule a project – classic and agile alike.
Creating a project – classic or agile
A new project in both worlds: waterfall with a phase plan, or agile with a backlog and board.
Building a project structure: phases, work packages, milestones
From an empty project to a solid work breakdown – structure, bundle, set milestones.
Creating a Gantt chart: dates, dependencies, baseline
Drag bars, link dependencies, freeze a baseline – and see what shifts.
Collaboration
Run tasks, take minutes, record decisions.
Using the Kanban board properly: tasks, views, filters
Move tasks across columns, set up views per role, filter down to what is yours.
Meetings and minutes: agenda, decisions, PDF export
Prepare an agenda, take minutes live, file decisions and tasks so they stay traceable.
Control
Assess risks and check whether your measures work.
Risk management in projects: risk matrix and measures
Assess risks, place them in the matrix, attach measures and check whether they work.
Read instead of watch
Every video has a longer written counterpart: the feature page with all its settings, and the help centre with step-by-step instructions.
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