Streamlined workflows

    Optimize productivity with PlanArty’s Workflow feature. Seamlessly transition from estimates to invoicing, track time, and adjust schedules with ease for an efficient, continuous workflow.
    • November 5, 2024
    • 1 minute read
    Total
    0
    Shares
    0
    0
    0
    0
    1. Create an Estimate/Quotation line
    2. when you planning it by setting its Start date & time, it goes to your To-do list
    3. It turns into a Time-tracking line when you press Start to work on it
    4. Easily issue the Invoice

    Be flexible with your plans whenever you need to

    • Schedule a Someday task by adding the date and time, and it will become an item in your To-do list
    • Changed your mind on something already planned? Delete its date & time and it will move to Someday task.
    • You thought of doing this task… Someday, but now is the right time? Press Start and turn it into a time-tracking line
    • Run any of your To-do list items by pressing Start

    Easily adjust to any situation in no time

    • Create a to-do list item on the Calendar by selecting the time slot for it.
    • Change the schedule by taking the to-do item and drag & drop it to another period.
    • Adjust the allotted time interval for a To-do list item, by dragging the bottom line of it

    Always stay on track

    • Check the “Planned Day” for the differences between what you set out to do and the time you actually spent on those activities. It is displayed as a time difference (numbers), a bar graph, and also as a pie chart.
    • In Calendar choose to see both To-do list items and Time-tracking lines. You can easily compare them at a glance.

    Entrepreneur with a BS degree in Computer Science. Istvan is passionate about time management and effectiveness in business and personal life.

    Leave a Reply

    Your email address will not be published. Required fields are marked *

    You May Also Like

    Someday tasks

    Organize future tasks with PlanArty’s Someday Tasks feature. Easily save, categorize, and revisit ideas or goals you plan to tackle later, ensuring nothing important slips through the cracks.
    View Post

    Estimate / Quotation

    Streamline project proposals with PlanArty’s Estimate/Quotation feature. Learn how to create detailed quotes based on activities, time estimates, and client needs, helping you win projects and plan effectively.
    View Post

    Detailed timesheet

    Streamline time tracking with PlanArty’s Detailed Timesheet feature. Track hours, billable amounts, and export data for easy invoicing, ensuring transparency and accuracy in your workflow.
    View Post

    Customization and settings

    Personalize your PlanArty experience with extensive customization options. Set your preferences for themes, time zones, currency, billing, and project details to optimize productivity and align with your workflow.
    View Post

    Calendar

    Stay organized with PlanArty’s Calendar feature. Manage your day, week, or month by scheduling tasks, tracking time, and adjusting plans seamlessly to boost productivity and streamline your workflow.
    View Post

    To-Do list

    Organize tasks effectively with PlanArty’s to-do list feature. Learn how to create, manage, and prioritize items for optimal productivity, from setting deadlines to tracking task progress seamlessly.
    View Post