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

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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File Storage / Sharing

• Uploading/Downloading Files
• Overview - How Does File Storage / Sharing Work
• Creating and Using File Folders
• Linking Files From Google, Dropbox and OneDrive