Introduction to Projects

Project Workspace Overview
Fluid Projects is fully customisable and simple to use - making it easy to run all kinds of projects. Everything that needs to be done to manage a project i...
Thu, 16 Jun, 2022 at 7:00 PM
Creating a Project or Program
User roles: ✔ Project Access ✔ Project Submission  Creating a Project or a Program - is as simple as   You need to be specifically permissio...
Fri, 20 Nov, 2020 at 11:39 AM
Editing Project/Program Meta-data
To get great reporting out of Fluid - there needs to be quality project meta-data! The top section of the Project Workspace contains all the core met...
Fri, 13 May, 2022 at 8:17 AM
Managing project commitments
Everything assigned TO a project - or assigned FROM a project - as well as all the actions/decisions/tasks from linked meetings and linked boards can be man...
Tue, 22 Mar, 2022 at 5:13 PM
Link Process Boards to your Project
Link Boards to your project workspace to pull a central view of all execution. Click on LINK A BOARD to link an existing board - or on CREATE NEW BOA...
Tue, 22 Mar, 2022 at 5:15 PM
Link Meeting Outputs to your Project
Linking meetings to your project centralises all the action logs so that you have one place to manage your to-do list! The action logs are also pulled i...
Tue, 22 Mar, 2022 at 5:15 PM
How to add additional Primary PMs to a project?
In this article you will learn how to add more than one primary project manager to a project. Steps to add more than one primary project manager to a p...
Mon, 21 Mar, 2022 at 3:26 PM
How to archive a project or a program?
User roles: ✔ Project Administrator  You can create as many projects and programs as you need. But it does not mean you need to keep them forever. If a...
Fri, 26 Mar, 2021 at 9:19 AM
How to access your projects
There are various ways a project manager or project administrator can access their projects in Fluid. Please continue reading to find out the different opti...
Thu, 31 Mar, 2022 at 6:20 PM