GET STARTED IN ROOM TO PLAN
Start with what’s
on your mind.
A few tasks are enough to begin. Give them a place in Room to Plan, then choose what deserves your attention today.
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- 01
Get a few things off your mind.
Open Room to Plan and add a task for something you keep remembering. Send the client draft. Book the appointment. Start with a name; add notes or a date when you need them.
- 02
Choose one thing for Today.
Add a task to your focus in Today and give yourself a place to begin. Choosing it for today keeps its due date as it is. Your other tasks are still there when you’re ready.
- 03
Bring someone in when it helps.
Keep your tasks private, or group related work in a plan. When you want to coordinate with a teammate or your partner, invite them to the task or plan you want to share.