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Projects & Planning Tools
Projects & Planning Tools
Projects are where your planning tools live.
24 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)
Guest Lists
Exporting a guest list (CSV)
