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.

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96 articles in this collection
Written by Christina Farrow
The Checklist

Using the Checklist to Drive Your Workflow

The Aisle Planner checklist was designed to make the planning process smoother and, in turn, your work days shorter.
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Customizing Your Checklist in Aisle Planner

Webinar Replay: We cover all the basics of customizing your checklist in this webinar replay!
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Assigning Checklist Items

Assigning tasks in Aisle Planner keep responsibilities clear & concise, so there's never a misunderstanding on who is responsible for what.
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Can I Bulk Assign Checklist Tasks To My Client?

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Editing Checklist Items & Tasks in a Project

Learn how to add, delete, edit and reorder checklist items.
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Reordering Checklist Tasks

Drag and Drop to order checklist items
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Setting Due Dates & Automatic Reminders on Checklist Items

Due dates and automated task reminders help you and your clients stay on track when it comes to getting things done on time.
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Editing Checklist Categories

Learn how to add, edit, delete and reorder checklist categories from your checklist.
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Using the Comment Feature on Checklist Items to Collaborate

Easily communicate with your clients using checklist comments!
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The Benefits of Customizing Your Checklist with Checklist Details

As they say, "it's all in the details" - Learn how your clients benefit from customizing your checklist with details.
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Using the Checklist to Make Month-of Coordination Easy and Stress Free

9 Tips to Avoid the Dreaded Pitfalls of Month-of Wedding Planning / Wedding Day Management
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Updating a Project's Checklist Due Dates when Changing an Event Date

Automatically updating a project's checklist due dates when changing an event date is literally a click away.
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Guest Management & Guest Messaging

Creating Custom Guest List Groups

Keep your guest list even more organized with custom guest groups
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Adding Guests Into the Guest Manager & Managing Guest List Details

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Uploading Your Guest List Into Aisle Planner

Already have your guest list in a spreadsheet? Learn how to upload your guest list here.
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Adding Wedding-Related Events, Such As A Welcome Dinner To Track Guests

Planning an additional wedding-related event that you'd like to track the guest list for? Learn how here!
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Written by Christina Farrow
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Adding Guests to Additional Wedding-Related Events

Once guests have been added to your guest manager, we make it easy to add them to additional wedding-related events.
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Written by Christina Farrow
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Deleting Guests From Your Guest Manager

Learn how to remove guests from your guest list here.
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Determining How Many Invitations To Order

Learn where to find the total number of families you're inviting to determine how many invitations you'll need order
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Adding & Tracking Meal Selections

Easily track guest meal selections by adding meal options to your event in our Guest Manager
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Tracking Immediate Family Members, Wedding Party or VIPS

How to track bridal party, immediate family members and other VIPS by assigning roles in the guest manager
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RSVP #s

What they are, how to use them and how to hide them if you don't need them!
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Tracking RSVPs

Keep track of guest responses in Aisle Planner's guest list manager
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Sending Online RSVP Requests To Guests

Our Online RSVP feature makes it easy to request and follow up with guests by email.
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Written by Christina Farrow
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Determining Current Invited and RSVP Guest Counts

Learn more about where to find a current snapshot of where you're at with RSVP's and meal counts
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Separating the Ceremony Guest List From the Reception Guest List

Having separate guest lists for Ceremony and Reception? Learn how to separate (and recombine) your lists here!
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Written by Christina Farrow
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About the RSVP Summary Page

What is that RSVP Summary page anyway? Glad you asked!
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Messaging Your Guests Through Aisle Planner's Guest Manager

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Downloading Your Guest List

Download PDF reports with or without table images and download your guest list and seating chart to Excel
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Are your Zip Codes that Start with 0 Losing their 0's in your Guest List Excel Template?

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Layouts & Guest Seating

An Intro to Aisle Planner Layouts & Seating

Creating Beautiful Layouts and Seating Lists in Aisle Planner
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Written by Christina Farrow
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Starting a Layout with a Blank Canvas

Learn how to start your floor plan from scratch with a nice, clean blank canvas.
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Starting a Layout By Uploading a Floor Plan

Upload your venue's floor plan to kick start your layout
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Uploading Your Venue's Floor Plan After You've Already Created A Layout

You can upload your venue's floor plan to use as a background for your layout at anytime
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Uploading An Image To Your Layout

Use the "add images" option in the draw menu to add images to your layout
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Written by Christina Farrow
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Adding a Guest List to an Existing Layout

It's easy to add a guest list to a layout once it's been created. Find out how!
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Designing with Proper Spacing Between Each Table

Service area guides help you easily plan enough space between tables for guests and service staff to easily move throughout the venue
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Merging Multiple Banquet Tables Together

Need to create one long table? We'll show you how!
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Adding, Removing or Rearranging Seats On A Table

You can add or remove as many chairs as needed from tables to accommodate your guest list. Learn more here.
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Aligning Objects In A Layout

Use our alignment tools to help you quickly and easily align tables and other objects in your layout
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Assigning Tables with Simple Seating

Here's a quick overview to help you create the perfect seating chart in a flash!
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Written by Christina Farrow
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Customizing Table Names On The Seating Chart

Need to change the table names to table numbers? No problem!
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Rearranging the Order of Tables

Drag and drop tables into place in Aisle Planner's Seating Tool
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Assigning Guests To Each Table

Drag and drop to seat guests at each table in our seating tool
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Written by Christina Farrow
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Adding Meal Indicator Colors to Your Layout

Learn how to add custom colors to your meal legend
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Managing Your Layouts: Creating Additional Layouts for a Wedding or Event & Reordering, Renaming and Deleting Your Layouts

You can create as many layouts as needed for each of your events and reorder, edit layout names and delete layouts you no longer need.
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Creating Object Templates

Object templates make it easy to import you most-used objects easily into project layouts
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Viewing Guest Names and Seat Numbers on the Layout Canvas

Easily view where guests are seated with a click of a button.
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Written by Christina Farrow
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Easily See Where Your Guest Considerations are Located on Your Canvas

Need to identify quickly where guest considerations are located on your canvas? Look no further.
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Written by Christina Farrow
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Downloading Your Layout and Guest List on Mobile

Ever 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.
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Written by Christina Farrow
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How to Download your Layout to PDF

Download your Layout to PDF to include table names and seat numbers. Also included are meal and considerations indicators.
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Written by Christina Farrow
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Creating Layouts Even Faster with Keyboard and Mouse Shortcuts

The Aisle Planner Power User's Guide to Keyboard Shortcuts and Mouse Shortcuts
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Written by Christina Farrow
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