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Projects & Planning Tools
Projects & Planning Tools
Projects are where your planning tools live.
34 articles
Projects Overview
What is a Project?
How Planpage is Structured: Projects, Leads, People, Vendors
Project Types Overview
Budgets
Budget Basics
4 articles
Tracking "Actual" Spend
4 articles
Categories
What is a Category?
Can a Client add a Category to a Project?
Tasks
🎥 Task Statuses
🎥 Task Groups
Assigning tasks to staff and clients
List View & Board View
Event Workflows
2 articles
Timelines
Timelines Overview
Sharing a timeline with clients and contacts (Shareable Views)
Timeline Templates
Exporting a Timeline (PDF)
Highlights (color coding your timeline)
Timeline Songs
Item Breakdowns (hair & makeup, processional, etc.)
Guest Lists
Exporting a guest list (CSV)
Mood Boards
Adding Images to a Mood Board
Using Mood Board Image Statuses
Updating Mood Board Images in Bulk
Music
Music Overview
Timeline Songs on the Music page
Song Lists Overview
Sharing the Music page with Clients
