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
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    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.

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