Productivity

LiquidPlanner

2min

The LiquidPlanner modules allow you to create, update, list, retrieve, and delete the estimates, treeitems, clients, tasks, projects, packages, comments, checklist items for a task, timesheets, timer, events, milestones, folders, partial day events, dependencies, links, commands, and notes for items in your LiquidPlanner account.

Getting Started with LiquidPlanner

Prerequisites

  • A LiquidPlanner account

In order to use LiquidPlanner with Make, it is necessary to have a LiquidPlanner account. If you do not have one, you can create a LiquidPlanner account at liquidplanner.com/.

Connect LiquidPlanner to Make

  1. Go to Make and open the LiquidPlanner module's Create a connection dialog.
  2. In the Connection name field, enter a name for the connection.
  3. In the Email and Password field, enter your LiquidPlanner account login credentials.
  4. In the Workspace ID field, enter your account workspace details. You can find Workspace ID at Your Profile Icon > Settings > Workspace Summary.
  5. Click Continue.

The connection has been established.