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Tutorials and How-To's

Step by step guides on how to get the most out of Visor for specific use cases.

Quick FAQs

  • What's the difference between a workspace and a workbook?
  • What's the difference between a sync and import?
  • How do I change my date and time formatting in Visor?
  • How do I rename my folders?

Gantt View & Roadmap

  • Creating a Baseline for Your Gantt Chart
  • How to Export (and Print) a PDF Gantt Chart
  • How to Set Milestones in Visor
  • How to Create a Project Roadmap Using Jira Data

Product and Project Management

  • How to Prioritize Your Backlog with Visor
  • How to Plan Jira Project Dates Using Custom Fields in Visor
  • How to use Jira's JQL Builder with Visor

Visor Features

  • Rollup Calculations
  • Sharing Visor Externally With Clients and Stakeholders
  • Dependencies
  • Accessing and Understanding Your Workbook History / Audit Trails
  • Getting the most from your View Settings
  • Guide to the Record Details Panel
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