Guides

Build it in Wisegrid.

Step-by-step tutorials that end with a working thing, not a concept: structured sheets, formatting rules, automations, and live dashboards. Every step is verified against the shipped product, and every guide says plainly which plan a capability needs.

Build a RAID log in Wisegrid

Step-by-step: build a RAID log in Wisegrid with typed columns, a self-updating age flag, conditional formatting, an automation that catches stale items, and a live dashboard rollup. Everything in this guide is included in your plan.

8 minIncluded in your plan
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Turn client onboarding into a project factory

Step-by-step: perfect one client onboarding project in Wisegrid, save it as a blueprint with typed profile fields, provision a governed copy per client in under a minute, then let an intake form and approval queue provision new clients for you. Blueprints and intake are included.

9 minBlueprints and intake are included in your plan
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Capacity planning in Wisegrid: workload vs real availability

Step-by-step: structure demand in your sheets, open the cross-sheet resource heatmap, model each person's real availability (part-time, holidays, leave), read over-allocation honestly, and roll it up on a live dashboard. Resource planning is included.

9 minResource planning is included in your plan; no add-on
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Build a risk register in Wisegrid

Step-by-step: build a risk register in Wisegrid with a probability and impact score, a color-coded rating, conditional formatting, an automation that chases open risks on their review date, and a live dashboard. Works in your plan, including Free.

9 minIncluded in your plan
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Build a scope of work in Wisegrid

Step-by-step: build a scope of work as a structured sheet in Wisegrid with deliverables, acceptance criteria, milestone dates, owners, and status, keep it beside a project charter, gate delivery with a client sign-off approval, and export a print-ready PDF. Included in your plan.

8 minIncluded in your plan
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