General Settings
How to add ManagePlaces to Home Screen as an App icon?
ManagePlaces can work very similarly to the rest of your smartphone Apps. To add ManagePlaces as an App icon to your iOS or Android home screen and remain logged in, please follow the below steps. Note this will also prevent Location Access ...
What email and in-App notifications are available and how do I customise them?
What email and in-App notifications are available By default, you will receive the following notifications for any activity on Projects and Tasks that you have access to: Change notifications: Any changes from any Team Member on Tasks and other parts ...
Importing CSV of existing projects into ManagePlaces
Follow our short tutorial on how to import a project CSV file: Follow the steps below to import your CSV file: With our data import tool you can import a large list of tasks and task groups for a project. It uses a simple CSV (comma-separated value) ...
How to log into my ManagePlaces account
ManagePlaces is accessible from any device with a Web browser. Watch our short tutorial or follow the steps below: You can access the platform by following this link: https://app.manageplaces.com/users/sign_in adding ManagePlaces as a Home App on ...
How to create custom roles and permissions for your team
There are three predefined roles for users in ManagePlaces: Admin: a user with access to all system areas including project, inviting users, accessing reports and finance. Team member: a user with the ability to access and change only projects ...
How to export custom Project Snapshots
The Snapshot Report feature in ManagePlaces allows you to easily capture a snapshot of any project in your account, customise the information you want to show, and print or export the report. Watch our short tutorial or follow the steps below: 1. ...
How to change my company name
The company name is automatically set up as the company name you enter when you first start your ManagePlaces trial. The company name is shown on the top-left of the screen and is also included in reports that you generate. In order to change the ...
How to use the Work Breakdown Structure (WBS) in templates
A work breakdown structure (WBS) is a key project management feature that organises your team's work into manageable sections. Note: If you are familiar with WBS, please check the important note at the end of this guide. The work breakdown structure ...
How to delete tasks
There are two simple ways to delete Tasks. You can watch our short tutorial and/or follow the steps below: 1. Delete task directly from the task dashboard 1.1. Go to "Projects" > click on the three dots on the right side of the Task you want to ...
Can I sort projects by criteria and have them categorised on the projects page?
Yes. You can add filters in Projects as well as Tasks, which will remain until you remove them. Watch our short tutorial: 1. Go to the respective view, e.g. "Projects" from the top menu, then select the filter icon on the top-right. Filter option ...
How to print a Gantt chart (single or multi-page) and export in PDF
This article will guide you through exporting your projects’ Gantt charts as well as printing in single or multi-page format. Note that the Gantt ‘print’ feature on ManagePlaces will generate a single PDF with the current viewer’s settings (such as ...
How to share a document
ManagePlaces lets you share your documents with anyone - whether they have access to your account or not. The system will create a unique link for the document that can be emailed on. This is really handy if you have large files or documents that are ...
Version control: adding multiple versions of documents
If you work with drawings or other documents that go through multiple rounds of markups and amends, the version control feature in ManagePlaces can be used to link all versions together providing you with a full audit trail so you can always access ...
Using the Drag 'n' Drop Gantt Chart
When you create a project in ManagePlaces, the system will automatically generate a Drag 'n' Drop Gantt chart for you. Making changes to your project is as simple as dragging and dropping and, because the Gantt chart is fully dynamic, any changes you ...
Gantt chart: Lag and lead time, and end-to-start dependencies
When you add lag time, you delay the start time of the successor task. When you add lead time to a task, work on that task will overlap work on its predecessor. Before you can start adding lead or lag time, you need to create a dependency between the ...
How to create dependencies between tasks
In ManagePlaces you can easily create a task dependency that is “Start after” (i.e. your new item will depend on the previous item). This is how it works: 1.1. Navigate to the gantt chart view ("Projects" > "Tasks" > "Gantt") Gantt view 1.2. You ...