The Daily Planner puts everything happening today in one place, so you can order your jobs, tasks and appointments and set off with a clear plan. Here is how to plan your day.
Open Daily Planner from the CRMit menu. It shows the current day laid out ready for you to organise.
Look over everything due today in one view, so nothing gets forgotten and you can see how full the day is.
Drag items to arrange them in the order that makes sense, grouping nearby work together and slotting things in around fixed appointments.
Assign work to the right person, or move anything that will not fit to another time. The planner updates as you go.
Once the day looks right, share it so everyone knows what they are doing and in what order.
Tip: Plan the evening before so you can hit the ground running. Walking in to a ready-made plan saves the first hour of every day.
Once the day is set, plan across the whole team and keep everything in view.
Book a quick demo and we will walk you through planning your day and your team.