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  2. Task boards, My Planner and Chat
  3. Using Ayoa on the Web app, Mac and Windows apps

My Planner

The ‘Planner’ helps you to prioritize your personal workload by only showing you the tasks that you’re assigned to. Schedule your tasks in Now, Next and Soon boards and work around a time that suits you.


 Nobody else will be able to view your planner and you will not be able to view anybody else’s. If you have a miscellaneous task that doesn’t quite fit into a Task Board that you’re a part of, you can use the planner to create your own tasks that stand outside of your Task Boards.

Scheduling your tasks in the Planner

1. Your Planner will display all tasks that are assigned to you. To view your Planner, first navigate to the main menu by clicking the 3-line icon on the toolbar. 

Selected 3-line menu button.


2. In the menu, click on My Planner.

My planner option in the menu.


3. Your Planner will be displayed with Now, Next and Soon columns.

My planner view.


4. To schedule your assigned tasks into your chosen category, simply click Unplanned Tasks situated at the left-hand side of the screen.

Unplanned tasks in the side panel.


5. Tasks that have been assigned to you across all of your Task Boards will be placed in the Unplanned section.

List of the unplanned tasks.


6. To schedule these tasks, simply drag and drop tasks from the Unplanned section into your preferred board.

Moving tasks between columns.


7. Your tasks will then be scheduled.

List of the tasks in the Now column.


Scheduling tasks in the Planner from within the task sidebar

1. You're able to schedule tasks directly from the task sidebar. To do this, simply click on the task that you wish to schedule.

Task board with the task info tab opened.


2. The task sidebar will then open. To schedule a task, simply click on Unplanned then choose either Now, Next or Soon from the drop-down menu. 

Selecting My planner status for the plan.


3. Once selected, a blue indicator will appear around the outside of the task circle.

Blue indicator appears on the task.


4. Your task will then appear in its newly assigned board in the Planner.

Tasks shown in the Now column.


5. To reschedule your task, simply drag and drop it into its preferred column.

My planner with now, nest and soon columns.


Creating tasks in the Planner

1. You can use your planner to create miscellaneous tasks that don't require a Task Board. To create a task in your Planner, start by opening your planner.

The full view of My Planner.


2. Once there, double-click in the column that you would like to add your task to. A box will then appear.

Now columns with tasks.


3. Type your task name, then hit enter. Your task will now be added to that column. This task does not need to be placed inside a task board. If a Task Board is not set, this task will only be visible to you and can be found in your planner.

Tasks added.


4. If you would like to assign your task to a Task Board, click on the task to open the task sidebar, then click Set Task Board.

Selecting task board in the task info.