LeftCoastLogic

Here is how you can use SmartPlans to manage your everyday Tasks – much easier, and much  more effectively, than any other task list.

1)  Create a new Plan Category

Plan categories help you to keep your tasks organized.  Because this is just a simple task list, select the “Freestyle” category type.  A “Plan” category type is more structured.

Note that you can also select a Goal that applies to the Plan category.  SmartPlans comes with our six standard life roles.   Because this is a list of your personal tasks, it applies to your “Self” role.  You can change these later.

• If you want, you can guesstimate how long it will take.
• You can use your iPhone  Contacts List to insert names and locations quickly and easily, without having to use your iPhone keyboard.

You can Time your Tasks for later reference. This helps you to keep track of when you did what.  The Timer allows you to “multi-task” by timing multiple tasks at the same time.  You can also pause tasks that are not yet done, in order to work on another task.

By using the timer, you can view a History of when and how much time you spent on each Task.  This is handy for when you get interrupted.  If you were unable to use the Timer – say, you were in an area where cell phones are not allowed – then you can manually edit the exact date and time later:

When you complete a Task, you can mark it done as shown here.  Or you can use the timer to “stop” a task, which also marks it as done.

At any point, you can View a Report of your progress. This is an easy, graphical way to show what you have done, when.  You can also export a copy of the details to CSV format, together with a screen shot of the graphical report, and email both to yourself or to anyone else.

You can change the priority of your Tasks by moving them up and down with your fingertip. It’s that easy.

Your Tasks are already nicely placed into a Plan Category.  You can also create sub-folders to group tasks together. This is a handy way to create a shopping list, for example.  Just drag and drop.