Plexo Documentation
Everything you need to master project management with Plexo
Getting Started
Quick start guide for new users
WBS Basics
Learn Work Breakdown Structure fundamentals
Kanban Board
Manage tasks with drag-and-drop
WBS List
Manage and sort tasks in table format
Gantt Chart
Visualize project timelines
Portfolio Management
Manage multiple projects at once
Projects
A complete guide to managing individual projects
Resource Calendar
Plan team workload efficiently
Statistics & Analytics
Track progress with data-driven insights
Automated Reports & Notifications
Receive automated reports via Email, Slack
Real-time Collaboration
Work together seamlessly
Import & Export
Work with Excel and CSV files
FAQ
Frequently asked questions
Troubleshooting
Common issues and solutions
Roles & Permissions
Understand roles and context-based access
Popular Topics
How do I create my first project?
Step-by-step guide to setting up your first project, adding tasks, and inviting team members.
Read more →How to import from Excel
Learn how to migrate your existing Excel WBS to Plexo with our import tool.
Read more →Understanding task dependencies
Set up task relationships and critical paths in your Gantt chart.
Read more →How to track team capacity
Use the resource calendar to monitor and balance team workload.
Read more →Customizing categories
Organize tasks with hierarchical categories tailored to your project.
Read more →Burndown chart explained
Understand and use burndown charts to predict project completion.
Read more →Video Tutorials
Coming soon! Video guides to help you get the most out of Plexo.
Quick Start (5 min)
Create your first project in under 5 minutes
Kanban Board Tour (8 min)
Learn all kanban board features
Advanced Statistics (12 min)
Master data analysis and reporting