Online Project Management Review: Liquid Planner

Published on Thursday, March 19, 2009 – 12:04 am

In this guest article Kris Rowlands gives a non-paid review based on her first hand personal experiences of using the free (now requires membership) online project management software, Liquid Planner. Kris Rowlands is the author and creator of Fresh Focus…On Productivity. She discusses GTD, organisation and productivity tips for your daily life.

Being a designer can be a hectic line of work. Clients with deadlines, last minute projects, and huge projects that make you wonder how you will ever get it all done! But you know what? You don’t have to do it alone. I’d like to introduce you to an online project management system that will knock your socks off!

LiquidPlanner is online project management software designed to manage uncertainty in project schedules so all your projects will succeed—just what every business owner wants. Every feature has been designed with that goal, and the way you work, in mind.

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Very similar to Microsoft Project, time lines can be viewed as a Gantt chart which is an excellent way to see, at a glance, the status on all your projects at once. With this view, you can clearly see where you will run into delivery issues and what areas you can move forward in order to meet your deadlines.

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Task Management is definitely something that any designer needs. LiquidPlanner handles this with ease and finesse, with an attractive interface to boot! I know that myself, if what I’m working in isn’t attractive, I’m less likely to use it and become proficient with it. But with LiquidPlanner, it is indeed useful and good looking!

Intuitive workspace allows easy and efficient organization and prioritization of tasks to help you get things done and delivered on time.

  • Two Distinct Task List Views. View, schedule, and update your work by project folder or prioritized tasklist. Switch between the two views with a single click.
  • Drag-and-Drop Prioritization. Change the order of your scheduled tasks in a snap by dragging and dropping items as priorities shift. This is a great tools that allows you to use this service much as you’d use an application on your own computer.
  • Global Priority Management. Set global priorities for your team or the entire organization.
  • Easy Task Entry. Add up to 20 new tasks, complete with owners and work estimates, in seconds.
  • Multi-level Organization. Create folders, subfolders, and sub-subfolders so you can view, filter, and zoom in on tasks at any level of detail, no matter how complex the project.
  • Task to Project Conversion. Quickly add subtasks and new levels of organization to items in your project plan.

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LiquidPlanner is also fluent at Project Collaboration, too! If you sub-contract your work out to other designers, LiquidPlanner will handle this with ease. All you do as send them an invitation via email, and allow them to view that project. They can then keep you updated on their progress without you having to constantly check in on them, which allows you to concentrate on your own tasks-at-hand!

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Personalized Dashboards make priorities clear.

With LiquidPlanner, you finally get to see things your way. View what’s on your plate, what’s happening in the project space, and see critical alerts – all at a single glance. My Status

  • Action Items. See only the tasks assigned to you, in priority order, and jump directly to any of them in the project plan.
  • Easy Updates. Mark progress and re-estimate tasks right from your dashboard, so you can get back to work in a snap.
  • Workspace Activity Feed. View the latest updates, comments, alerts, and uploads to your items and to the entire project space.
  • New Item Assignments. Comments or discussions on tasks assigned to you are surfaced front and center.
  • Project Alerts. Readily see red flags, required updates, and other alerts. If any of them are yours, LiquidPlanner makes sure you know.
  • Email Notifications. Get changes to your items emailed to you in real time (or daily or weekly).

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LiquidPlanner can handle teams of any size. From the single designer to a Fortune 500 design firm, LiquidPlanner can handle it all. They handle both large clients and small, and give all of them the same excellent customer support. Check out the graphic to see the logos of some of their customers!

“The dynamics of our team are constantly in flux with imagecontractors and remote employees contributing to various projects. Collaboration isn’t an option, it’s a necessity. LiquidPlanner has fundamentally transformed the way our team members assign tasks, build their schedules and communicate with one another in a truly seamless manner.”

- Mark Snow, IPexpert Training, Inc.

“Before LiquidPlanner, our teams found it difficult to manage project resources, balance the workload within our organization, and provide accurate work estimates. By allowing our teams to collaborate, share key information, and efficiently manage projects, LiquidPlanner keeps everyone knowledgeable and engaged.”

- Eric Bowers, Butterball Farms, Inc.

“We have to constantly be ahead of the curve in terms of planning in the competitive real estate market. We didn’t have the time, interest or need to master any kind of elaborate project management tool yet we definitely needed something more than Excel. With LiquidPlanner we were up to speed and on top of dates and deadlines in no time.”

- Ben Nordlander, Coldwell Banker Bain

I bet that you are thinking that you can’t afford this. What I’d like to do is make you a bet on that! You know why? You most certainly can!

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For small designer firms less than four members, you get all of this functionality for free! Yes, you heard me correctly, for FREE! For larger ones, you can either choose the monthly or yearly payment option. LiquidPlanner aims to please, so if you don’t see a plan that fits what you need, contact them and I’m sure that they will work with you to reach your end goals.

Now I know that all the pictures look so nice and shiny that you may feel intimidated by them and you don’t think you’ll ever figure out how to use use it. But I promise that you will! LiquidPlanner offers FREE (yes, there is that “free” word again) virtual online training. This course is well-planned and succinct, and the trainers always stays online and devote time for questions that didn’t get answered during the session.

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But as a disclaimer, let me say this: I do not work for LiquidPlanner. I came here to tell you about it because I am a satisfied customer. I am a single business owner and don’t have to pay a dime to use LiquidPlanner. And they don’t hold back features like other project management sites, either. You get all the features whether you are a paying client or not.

In the past I have had the opportunity to speak with them via email regarding questions I have had and they are always pleasant and get you the answers that you need. I have also taken the virtual training. I recommend LiquidPlanner not only based on the plethora of features available, but all the price and training that you can get to go along with it. You really cannot find anything like this for this price. Trust me, I’ve looked. It’s just not out there in the quality and value that you will get from LiquidPlanner. Try them out – you won’t be disappointed!


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22 Responses to “Online Project Management Review: Liquid Planner”

  1. Mark on Mar 19, 2009 said:

    Hey Jacob,

    I can’t seem to find the free option on the website. Just the 30-day trial. In “pricing” it doesn’t say anything about “free”, unless you have a non-profit organization..

  2. Jacob Cass on Mar 19, 2009 said:

    Hello Mark,
    I’ve had a look also and yes it seems that it is only a free 30 day trial now. I’ve had this article in my drafts folder for over 3 months so I guess it has changed since then which is quite disappointing as I know many people would have loved this free application. I’ve already had many thanks on Twitter for posting the article though, but how many signed up is a another question.

  3. Craig on Mar 19, 2009 said:

    That’s disappointing about the “free use”. I was very excited about trying this out.

  4. Craig on Mar 19, 2009 said:

    Update: It seems their free signup ended 26/2/09. Missed by that much:)

  5. Mark on Mar 19, 2009 said:

    aawh.. That sucks. But on a brighter side: Why not pay for it if it’s worth it? I mean, if it streamlines your work flow, I’m sure it’s worth the few extra dollars..

  6. Craig on Mar 19, 2009 said:

    @Mark
    You’re right Mark, I’ll give the trial a go and see what happens.

  7. Jacob Cass on Mar 19, 2009 said:

    Since posting this article I’ve also been contacted by two other project management websites. Feel free to check out:

    http://www.5pmweb.com
    http://www.deskaway.com/

  8. Tracey Grady on Mar 20, 2009 said:

    For an unpaid review this reads very much like a paid endorsement. Is Kris on some kind of affiliate program or commission? That’s the question I was asking as I read her piece.

  9. Jacob Cass on Mar 20, 2009 said:

    Hello Tracey,
    This is the first review posted here on Just Creative Design and it is not a paid endorsement nor is there any kind of affiliate associated with this post or Kris but I suppose it does come across that way, especially as it was so detailed.

    In fact, after posting this interview I’ve had numerous emails asking for reviews of their products & services, however, I have had to kindly decline - it’s just not the nature of this blog.

    Thank you for your concern and feedback Tracey.

  10. Tracey Grady on Mar 20, 2009 said:

    Thanks for your explanation. Reading back my previous comment, I realise the wording was a bit strong, and I apologise. Kris’ review was certainly very enthusiastic for the product.

  11. Robin Johansen on Mar 20, 2009 said:

    This looks interesting - easy, clean and powerful, however not free. Too bad, but I do like reviews:)

  12. Shawn on Mar 20, 2009 said:

    @Jacob Cass -
    DeskAway rocks!
    It is a very nice & simple pm tool with so many additional features, I really liked it very much. Thanks for the information you gave.

  13. Natalie on Mar 20, 2009 said:

    Yep, Kris invested much time in this review, that’s for sure.
    Liquid Planner was free, now it’s $35 per user. Significant difference, to say the least. The review reads really cool though. I’ve tried it, the tool is good, but I still keep checking other options. We have a team of 12 and we simply cannot afford paying $420 per month. Some of the options I’ve checked were mentioned above. I’m trialing Wrike and Basecamp right now. In my opinion, Wrike has more pm related features and looks more like what we were looking for. And it’s only $15 per month. ? Basecamp seems like a great collaboration system, but just not the thing we need at the moment.

  14. Alex on Mar 21, 2009 said:

    Very complete review, this is really good information for anyone on the dreaded search for a good online project management tool.

    Natalie, we have a small office of 10 people and we use SantexQ to maange our projects. There’s a free basic account but it’s only 1 user, 1 project i guess to test things out. The unlimited version is only 10 bucks a month. it’s a pretty simple tool but a good choice for those who need straightforward task mangagement at an affordable price. good luck with your search!

  15. Alex on Mar 21, 2009 said:

    p.s. Jacob, I really like your Just Creative Design logo!

  16. Bruce P. Henry on Mar 21, 2009 said:

    [Disclosure] I’m the Director of Rocket Science at LiquidPlanner and I want to give your readers and update…

    @Natale - please feel free to contact me about pricing. If you really like LiquidPlanner, I’m sure we can work something out to get your whole team into the tool. I am bruce at the domain liquidplanner.com.

    @Jacob - Thanks for posting Kris’ review. Since the review was written LiquidPlanner has added a bunch of new features that our users were asking us for (like time tracking and export to billing systems). We still have a free 30 day trial (unlimited users) so you can try it out (and we don’t ask you for a credit card, because doing that is lame).

    Cheers!

  17. Tom on Mar 21, 2009 said:

    Hmm…www.5pmweb.com - they looks pretty good, who that guys?

  18. Jacob Cass on Mar 21, 2009 said:

    Tracey,
    No worries there Tracey, no need to apologise.

    Robi, Shawn,
    Thanks for your feedback.

    Natalie,
    Yes quite a significant difference and yeah checking other options is quite viable but quite a time consuming task to say the least. Hope you find the right solution to suit your needs.

    Alex,
    Thanks for your information regarding SantexQ and thanks re the logo!

    Bruce,
    No worries, all credit goes out to Kris for the review though and thanks for the info on your new features.

    Tom,
    Haven’t tried them personally Tom, so best way is to try yourself I guess?

  19. Keith McLaughlin on Jun 18, 2009 said:

    Shouldn’t the article be edited to remove the “free” references?

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