Aisle Planner's suite of project management tools were designed to help you plan and manage all of your projects in just one place, so whether you're working on a wedding, event, business marketing plan, rebrand or office redesign, you can manage it ALL in Aisle Planner.

Follow these steps to add a project:

STEP ONE

Click on the black ACTIONS button toward the top right of your screen, then select the ADD NEW PROJECT option from the dropdown menu. You can also create a project from a lead.

Aisle Planner Create new Project

STEP TWO

Select the type of project you'll be working on (Wedding, Non-Wedding Event, or Other Project).

STEP THREE

Choose a template based on your project type. Quick note—Once you’ve created a project, you won’t be able to change your template, so if you're just getting started and haven't set up your templates just yet, we definitely recommend that you take the time to create and customize your project templates.

STEP FOUR

Fill us in on the details of this project. Don't forget to:

  • Add a project cover photo (you can always add this later in project settings)

  • Set the timezone for this event (this is especially important when syncing this event's calendar to any other calendars, such as gmail, outlook or apple calendar)

  • Disable any tools you won’t need for this project. For example, you may not need the budget for a month-of planning client, or if won't be making use of the timeline, you can choose to disable our timeline tool. To disable any tools, just uncheck them. You can always return to this project’s settings to enable tools should you need them down the road.  

STEP FIVE

Click Create and you've just added your first project.

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