Creating a Successful Free Trial

Article: How to try out Viewpath

Our Quick Tour can walk you through the basics. Create a test project where you can experiment with things like creating Parent and Child task dependencies and linking related tasks. Try moving the tasks on the Gantt and see how dependent tasks are automatically adjusted.

Invite other members of your team into your project as resources. Each person will have their own account, and their own individual "to do" list (the Today tab) based on tasks they have been assigned.

Set a date for everyone to familiarize themselves with the basic features of the Starter Edition. When you're ready, have everyone you think will need Editor, Manager or Owner status upgrade to the free 30-day trial of Enterprise Edition. You can also email us at support@viewpath.com with a list of users to upgrade, and we can get everyone set up at the same time. 

Look over the Resource Allocation chart within each project and the cross-project allocation available from the Home tab. Add time to your timesheets via the Timer and watch the % Completed, Work, Work Remaining and Work Completed columns automatically update. Run Reports to see the customization options available.

As you explore Viewpath, make a list of questions. Many of the answers can be found in our Knowledge Base. If you don't see your question, or need help with a specific question, please don't hesitate to contact us at support@viewpath.com, or submit a ticket with your request. We pride ourselves on providing quick and thorough support to our users!