Steps
1
Log into the app
Click the login button (top right) and log into Plannerly.
2
View accounts and projects
After logging in, you will see your accounts on the left and the projects within each account.
3
Access File Manager
Open File Manager (on the left) to view all files uploaded within the project.
4
Open to view and download documents
Click a document to view it. Use the three dots (actions menu) to download.
5
Manage tasks and attachments (in Scope)
Open tasks in the project scope to view attached files and document requirements.
6
Open folders to see the relevant tasks
The screenshot shows the Scope module and how you can have document requirements for different scope tasks.
7
Upload required documents
Each task can have placeholders to upload documents and also download existing documents from those placeholders.
