Video: Creating a New Workbook

In this video, we show you how to create a new Workbook—a powerful space to organize, track, and manage the details of your projects. Workbooks bring together tasks, timelines, budgets, and resources into one structured view, giving you and your team a clear picture of progress. We’ll guide you step-by-step through setting up a Workbook, customizing it for your needs, and getting it ready for collaboration. By the end, you’ll know exactly how to build a Workbook that keeps your project on track and your team aligned.