Project Management & Planning Tools: Stay Organized
Once you book a new client, the planning begins! Plan any project, wedding or event on AP. Here's what you need to know.
By Sara1 author96 articles
- 🎥 An Introduction to Aisle Planner’s Project Management ToolsVideo Tour: Let's walk through the planning tools you'll find within each project in Aisle Planner.
- What Can I Plan in Aisle Planner?In addition to weddings, you can plan any non-wedding event or project in Aisle Planner!
- What Privacy Settings Does Aisle Planner Have In Each Project?
- Creating A New Project in Aisle PlannerCreate new projects, weddings or events
- Adding or Removing a Cover Photo for Each Wedding or ProjectPersonalize the look & feel of your project index by uploading a cover photo for each project
- Updating the Name of a Wedding or ProjectNeed to change the name of a wedding, event or project that you’ve already created? No problem!
- Disabling Tools or Features in a Project
- Changing the Event Date & Other Settings On a ProjectYou can always edit your client’s names, project name, date, location, timezone, estimated guest count & currency for any of your events
- Archiving A Past Event or ProjectDone with an event or project? Archive it!
- Changing Your Currency Setting In A Project
- 🎥 Keeping Track of Your Client's Contact Information Within a ProjectVideo Tutorial: Keep track of your client's contact information
- Deleting a ProjectWe recommend that you just archive past projects, but if you need to delete a project, here's how
- Using the Checklist to Drive Your WorkflowThe Aisle Planner checklist was designed to make the planning process smoother and, in turn, your work days shorter.
- 🎥Customizing Your Checklist in Aisle PlannerWebinar Replay: We cover all the basics of customizing your checklist in this webinar replay!
- Assigning Checklist ItemsAssigning tasks in Aisle Planner keep responsibilities clear & concise, so there's never a misunderstanding on who is responsible for what.
- Can I Bulk Assign Checklist Tasks To My Client?
- Editing Checklist Items & Tasks in a ProjectLearn how to add, delete, edit and reorder checklist items.
- Reordering Checklist TasksDrag and Drop to order checklist items
- Setting Due Dates & Automatic Reminders on Checklist ItemsDue dates and automated task reminders help you and your clients stay on track when it comes to getting things done on time.
- Editing Checklist CategoriesLearn how to add, edit, delete and reorder checklist categories from your checklist.
- 🎥 Using the Comment Feature on Checklist Items to CollaborateEasily communicate with your clients using checklist comments!
- The Benefits of Customizing Your Checklist with Checklist DetailsAs they say, "it's all in the details" - Learn how your clients benefit from customizing your checklist with details.
- Using the Checklist to Make Month-of Coordination Easy and Stress Free9 Tips to Avoid the Dreaded Pitfalls of Month-of Wedding Planning / Wedding Day Management
- Updating a Project's Checklist Due Dates when Changing an Event DateAutomatically updating a project's checklist due dates when changing an event date is literally a click away.
- Project Calendars: Client Syncing with iCalLearn how your clients can sync their Aisle Planner calendar with their personal calendar app to stay on top of meetings & deadlines.
- Project Calendars: Client Syncing with GoogleLearn how your clients can sync their Aisle Planner calendar with their personal calendar app to stay on top of meetings & deadlines
- Project Calendars: Client Syncing with OutlookLearn how your clients can sync their Aisle Planner calendar with their personal calendar app to stay on top of meetings & deadlines
- 🎥 An Intro to the TimelineVideo: Quickly and easily create timelines for your events
- 🎥 Editing Your Timeline In A ProjectVideo Tutorial: Everything you need to know about customizing your timeline in Aisle Planner
- 🎥 Tips for Making the Most of Aisle Planner’s Timeline FeatureVideo Tutorial / Webinar: In-depth walk through of the timeline feature
- Creating Additional Timelines for An EventYou can create as many timelines as needed within each project
- Downloading the TimelineDownload the timeline and easily share it with vendors, bridal party and clients
- An Intro to the Design StudioAn interactive and collaborative way to fully visualize your event!
- Four Creative Ways to Use Aisle Planner’s Style GuidesGet Creative with Style Guides in Aisle Planner's Design Studio
- Rearranging Style Guides and Images within a Style GuideLike you, Team AP knows that staying organized is key and with the ability to drag and drop style guides, visual organization is a snap.
- Hiding Style Guides from Clients and Restrict Clients from Editing Style Guides in the Design Studio“Hide” style guides that aren't ready or lock a style guide so your client can’t mess with your perfectly laid out design boards.
- 🎥 Creating Color PalettesVideo: Color palettes made easy
- Sharing Style Guides, Color Palettes & Notes with Anyone Outside of Aisle PlannerTo share inspiration & information, you can email, print and save PDF's to anyone outside of Aisle Planner
- 🎥 WEBINAR: How to Make the Most of Style Guide & Color Palettes in Aisle Planner’s Design StudioVideo Tutorial/Webinar: An in-depth walk-through of creating style guides & color palettes and sharing your designs with vendors.
- Creating Custom Guest List GroupsKeep your guest list even more organized with custom guest groups
- Adding Guests Into the Guest Manager & Managing Guest List Details
- 🎥 Uploading Your Guest List Into Aisle PlannerAlready have your guest list in a spreadsheet? Learn how to upload your guest list here.
- Adding Wedding-Related Events, Such As A Welcome Dinner To Track GuestsPlanning an additional wedding-related event that you'd like to track the guest list for? Learn how here!
- Adding Guests to Additional Wedding-Related EventsOnce guests have been added to your guest manager, we make it easy to add them to additional wedding-related events.
- Deleting Guests From Your Guest ManagerLearn how to remove guests from your guest list here.
- Determining How Many Invitations To OrderLearn where to find the total number of families you're inviting to determine how many invitations you'll need order
- Adding & Tracking Meal SelectionsEasily track guest meal selections by adding meal options to your event in our Guest Manager
- Tracking Immediate Family Members, Wedding Party or VIPSHow to track bridal party, immediate family members and other VIPS by assigning roles in the guest manager
- RSVP #sWhat they are, how to use them and how to hide them if you don't need them!
- Managing RSVPs: Online Setup GuideHow to Activate and Track Guest RSVPs
- Sending Email RSVP Requests To GuestsOur Online RSVP feature makes it easy to email and follow up with guests by email.
- Determining Current Invited and RSVP Guest CountsLearn more about where to find a current snapshot of where you're at with RSVP's and meal counts
- Separating the Ceremony Guest List From the Reception Guest ListHaving separate guest lists for Ceremony and Reception? Learn how to separate (and recombine) your lists here!
- The RSVP Summary PageWhat is that RSVP Summary page anyway? Glad you asked!
- Messaging Your Guests Through Aisle Planner's Guest Manager
- Downloading Your Guest ListDownload PDF reports with or without table images and download your guest list and seating chart to Excel
- Are your Zip Codes that Start with 0 Losing their 0's in your Guest List Excel Template?
- An Intro to Aisle Planner Layouts & SeatingOffboarding Your Clients and Archiving Projects
- 🎥Starting a Layout with a Blank CanvasLearn how to start your floor plan from scratch with a nice, clean blank canvas.
- 🎥 Starting a Layout By Uploading a Floor PlanUpload your venue's floor plan to kick start your layout
- Uploading Your Venue's Floor Plan After You've Already Created A LayoutYou can upload your venue's floor plan to use as a background for your layout at anytime
- Uploading An Image To Your LayoutUse the "add image" option in the Insert menu to add images to your layout
- Adding a Guest List to an Existing LayoutIt's easy to add a guest list to a layout once it's been created. Find out how!
- Designing with Proper Spacing Between Each TableService area guides help you easily plan enough space between tables for guests and service staff to easily move throughout the venue
- Merging Multiple Banquet Tables TogetherNeed to create one long table? We'll show you how!
- Adding, Removing or Rearranging Seats On A TableYou can add or remove as many chairs as needed from tables to accommodate your guest list. Learn more here.
- 🎥 Aligning Objects In A LayoutUse our alignment tools to help you quickly and easily align tables and other objects in your layout
- Assigning Tables with Simple SeatingHere's a quick overview to help you create the perfect seating chart in a flash!
- Customizing Table Names On The Seating ChartNeed to change the table names to table numbers? No problem!
- Rearranging the Order of TablesDrag and drop tables into place in Aisle Planner's Seating Tool
- Assigning Guests To Each TableDrag and drop to seat guests at each table in our seating tool
- Adding Meal Indicator Colors to Your LayoutLearn how to add custom colors to your meal legend
- Managing Your Layouts: Creating Additional Layouts for a Wedding or Event & Reordering, Renaming and Deleting Your LayoutsYou can create as many layouts as needed for each of your events and reorder, edit layout names and delete layouts you no longer need.
- Viewing Guest Names, Seat Numbers & Meal Selections on your Layout CanvasEasily view where guests are seated with a click of a button.
- Easily See Where Your Guest Considerations are Located on Your CanvasNeed to identify quickly where guest considerations are located on your canvas? Look no further.
- Downloading Your Layout and Guest List on MobileEver need to pass off the only copy of the layout and guest list to catering on event day and don't have another copy handy? Now you do.
- 🎥 How to Download your Layout as a PDFDownload your Layout to PDF to include table names, guest names and seat numbers. Also included are meal and considerations indicators.
- Creating Layouts Even Faster with Keyboard and Mouse ShortcutsThe Aisle Planner Power User's Guide to Keyboard Shortcuts and Mouse Shortcuts
- Tracking Social Media Handles For Your Vendor ContactsKeep track of each vendor's Facebook, Instagram, Twitter and other social media links
- 🎥 Uploading Contracts and Other Files into a ProjectVideo Tutorial: Where to upload and store vendor contracts, vendor files, and other important documents and files for each project
- Tracking Vendor Invoices in Aisle PlannerLearn how to track vendor invoices, add payments schedules, set payment reminders, and sync to the budget here!
- Sending Clients Automated Payment Reminders for Upcoming Payments on Vendor InvoicesClients don't automatically get notified - find out why here.
- 🎥 An Intro to the Budget ManagerVideo: Managing event budgets on Aisle Planner
- Updating Your Total Budget For A ProjectNeed to update your total budget? Here's how!
- Turning Off Pre-populated Category Budget Estimates / Budget GuidesSimplify your budget worksheet by disabling your category budget guides
- Adding and Reordering Budget CategoriesAdd categories and change the order in which categories are shown on your budget worksheet.
- Tracking Expenses Off Of The BudgetWant to track an vendor expense but keep it off the budget? Here's how.
- Setting Client Permissions on The BudgetUpdate your permissions to read-only on the budget to keep clients from changing your budget numbers
- Downloading Your BudgetNeed to download your budget? Here's how.
- An Intro to Your Project NotebookVideo Tutorial: Keeping all your notes in Aisle Planner makes it easier to create, collaborate & share every little detail.
- 🎥 Customizing Your Note HeadingsHide your note heading and add custom headers to your notes
- 🎥 Creating Team Member Private Notes & Client Read-Only NotesYou can create notes that your clients can't see as well as notes that your clients can't edit.
- 🎥 How to Download or Share Your NotesShare your notes easily with vendors and clients
- Creative Ways to Use Aisle Planner Pro's Notes FeatureHere are some helpful notes you might consider creating for every project, wedding, or event in Aisle Planner Pro