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Help Center

Productivity Tools

Productivity Tools

Worksheets

Overview - How Do Worksheets Work

Importing a Worksheet Template

Adding/Managing Worksheets

Checklists

Adding/Managing Checklists

Importing a Checklist Template

Overview - How Do Checklists Work

Adding/Managing Checklist Items

Uploading or Importing Checklist Data From a File / Spreadsheet

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Calendars

Adding an Event or Lead Sub-Calendar

Adding a Personal Sub-Calendar

Overview - How Do Calendars Work

Adding an Appointment to the Calendar

Using the Appointment Tool (Inside an Event or Lead)

How to Sync your Planning Pod Calendar to Google and to Outlook

Displaying Planning Pod Calendars on your Website

Adding To-Do's Via the Calendar

Downloading a Calendar PDF

Managing Calendar Import/Export Options

Getting Around the Calendars Tool

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Itineraries

Assigning Vendors to Itinerary Items and Viewing/Downloading Vendor Itineraries

Managing Itinerary Items in Batches with Checkboxes

Importing an Itinerary Template

Uploading or Importing Itinerary Data From a File / Spreadsheet

Overview - How Do Itineraries Work

Adding/Managing Reminders for Itinerary Items

Adding/Managing an Itinerary Item

Assigning Venues to Itinerary Items and Viewing/Downloading Venue Itineraries

Adding/Using Itinerary Categories and Viewing Category Itineraries

Downloading PDF and .CSV Files for an Itinerary

Assigning Contacts to Itinerary Items and Viewing/Downloading Contact Itineraries

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To-Do's / Task Manager

Adding/Managing To-Do's

Managing To-Do's in Batches With Checkboxes

Using To-Do Lists

Importing a To-Do List Template

Uploading or Importing Tasks/To-Do's From a File / Spreadsheet

Overview - How Do To-Do's Work

Downloading a PDF File of To-Do's

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