Planner Overview & Tasks
Use the planner to manage your daily and weekly workload — create, prioritise, and complete tasks.
Video coming soon
A walkthrough video will be added here
Step-by-Step Guide
- 1
Tap the Planner tab at the bottom of the screen. You'll see a time-grid view of your day with any scheduled tasks shown as blocks.
- 2
Switch between Day and Week views using the toggle at the top. The week view gives you an overview of your entire week's workload.
- 3
To add a new task, tap the + button. Enter the task name (e.g., 'Hem bridesmaid dress — Sarah') and optionally link it to a specific client and alteration.
- 4
Set the estimated duration, priority level (Low, Medium, High), and an optional due date. If linked to an alteration, the due date is inherited automatically.
- 5
Tap Save. The task appears in your unscheduled task list at the bottom of the planner.
- 6
To schedule a task, drag it from the unscheduled list onto the time grid, or tap it and set a specific time.
- 7
Tap any task to see actions: Edit (change details), Set Priority, Mark as In Progress, Mark as Complete, or Delete.
- 8
Completed tasks show a green checkmark and can be hidden using the filter at the top of the planner.