Adding Tasks to Planner
Articles on: Planner
To get started using our planning mode, begin with creating your very first task on your to do list. Click on "+ Add task" and type in what you need to get done. Hit enter when you're done to save your task.
If you find yourself needing to make changes to your task simply right click on the task and click the “edit” option. In this menu, you’ll be able to assign a tag to your task to make it even easier to organize and categorize your to do list. You can also easily edit the duration of each task, ensuring you have the right amount of time set aside for everything. We also offer the option to time block your tasks to your calendar which makes it easier to manage your busy schedule.
Last but not least, we added the ability to add some notes in the task description to help provide you any additional details or reminders.
Timeboxing can be a game changer when it comes to task management. This technique allows you to set specific blocks of time for tasks or projects, which creates a structured guide for your day.
By dragging your tasks to your calendar, you give yourself a brand new way to view your upcoming workload. This approach is flexible and intuitive, helping you prioritize and manage your time effectively while providing a clear overview of your day.
Note: Your tasks in Projectbook will sync to your Google or Outlook account, for effortless planning while on the go.
If you ever need to remove your tasks from the calendar, you can do so by clicking into the task and click”remove from calendar” button (attached ss of the task edit page again)
In the Planner’s Board view, you can easily drag tasks to different days. It's incredibly intuitive, especially when you've just been assigned something unexpected that calls for some rethinking. Just a quick drag, and you've successfully moved your task to a more suitable day. It's all about keeping things flexible and stress-free.
Updated on: 12/20/2023
1. Add a task to your week
To get started using our planning mode, begin with creating your very first task on your to do list. Click on "+ Add task" and type in what you need to get done. Hit enter when you're done to save your task.
If you find yourself needing to make changes to your task simply right click on the task and click the “edit” option. In this menu, you’ll be able to assign a tag to your task to make it even easier to organize and categorize your to do list. You can also easily edit the duration of each task, ensuring you have the right amount of time set aside for everything. We also offer the option to time block your tasks to your calendar which makes it easier to manage your busy schedule.
Last but not least, we added the ability to add some notes in the task description to help provide you any additional details or reminders.
2. Time Boxing with Drag Task to Calendar
Timeboxing can be a game changer when it comes to task management. This technique allows you to set specific blocks of time for tasks or projects, which creates a structured guide for your day.
By dragging your tasks to your calendar, you give yourself a brand new way to view your upcoming workload. This approach is flexible and intuitive, helping you prioritize and manage your time effectively while providing a clear overview of your day.
Note: Your tasks in Projectbook will sync to your Google or Outlook account, for effortless planning while on the go.
3. Deleting tasks from calendar:
If you ever need to remove your tasks from the calendar, you can do so by clicking into the task and click”remove from calendar” button (attached ss of the task edit page again)
4. Rearrange your tasks throughout your day
In the Planner’s Board view, you can easily drag tasks to different days. It's incredibly intuitive, especially when you've just been assigned something unexpected that calls for some rethinking. Just a quick drag, and you've successfully moved your task to a more suitable day. It's all about keeping things flexible and stress-free.
Updated on: 12/20/2023
Updated on: 11/26/2024
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