Project Management & Planning Tools: Stay Organized

Getting Started

An Introduction to Aisle Planner’s Project Management Tools

Video Tour: Let's walk through the planning tools you'll find within each project in Aisle Planner.

Written by Christina Farrow
Updated over a week ago

What Can I Plan on Aisle Planner?

In addition to weddings, you can plan any non-wedding event or project in Aisle Planner!

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What Privacy Settings Does Aisle Planner Have In Each Project?

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Creating New Projects, Archiving Projects & Deleting Projects

Creating A New Project in Aisle Planner

Create new projects, weddings or events

Written by Christina Farrow
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Adding or Removing a Cover Photo for Each Wedding or Project

Video Tutorial: Personalize the look & feel of your project index by uploading a cover photo for each project

Written by Christina Farrow
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Updating the Name of a Wedding or Project

Need to change the name of a wedding, event or project that you’ve already created? No problem!

Written by Christina Farrow
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Disabling Tools or Features in a Project

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Changing the Event Date & Other Settings On a Project

You can always edit your client’s names, project name, date, location, timezone, estimated guest count & currency for any of your events

Written by Christina Farrow
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Archiving A Past Event or Project

Done with an event or project? Archive it!

Written by Christina Farrow
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Changing Your Currency Setting In A Project

Written by Christina Farrow
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Keeping Track of Your Client's Contact Information Within a Project

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Deleting a Project

We recommend that you just archive past projects, but if you need to delete a project, here's how

Written by Christina Farrow
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The Project Dashboard

Adding Pro Users on your Team to Projects

Pick and choose the weddings or projects that each user on your pro account has access to

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Updating Images Shown on Your Project Dashboard

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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.

Written by Christina Farrow
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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!

Written by Christina Farrow
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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.

Written by Christina Farrow
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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.

Written by Christina Farrow
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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.

Written by Christina Farrow
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Editing Checklist Categories

Learn how to add, edit, delete and reorder checklist categories from your checklist.

Written by Christina Farrow
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Using the Comment Feature on Checklist Items to Collaborate

Easily communicate with your clients using checklist comments!

Written by Christina Farrow
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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.

Written by Christina Farrow
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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

Written by Christina Farrow
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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.

Written by Christina Farrow
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The Calendar

Syncing Your Project Calendars to iCal

Sync your Aisle Planner calendars to your favorite calendar applications to stay on top of appointments & deadlines

Written by Christina Farrow
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Syncing Your Project Calendars to Google Calendar

Sync your Aisle Planner calendars to your favorite calendar applications to stay on top of appointments and deadlines

Written by Christina Farrow
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Syncing Your Project Calendars to Outlook

Sync your Aisle Planner calendars to Microsoft Outlook to stay on top of appointments and deadlines

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Timelines

An Intro to the Timeline

Video: Quickly and easily create timelines for your events

Written by Christina Farrow
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Editing the Timeline In A Project

Everything you need to know about customizing your timeline in Aisle Planner

Written by Christina Farrow
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Tips for Making the Most of Aisle Planner’s Timeline Feature

Webinar: In-depth walk through of the timeline feature

Written by Christina Farrow
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Creating Additional Timelines for An Event

You can create as many timelines as needed within each project

Written by Christina Farrow
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Downloading the Timeline

Download the timeline and easily share it with vendors, bridal party and clients

Written by Christina Farrow
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The Design Studio

An Intro to the Design Studio

An interactive and collaborative way to fully visualize your event!

Written by Christina Farrow
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Four Creative Ways to Use Aisle Planner’s Style Guides

Get Creative with Style Guides in Aisle Planner's Design Studio

Written by Christina Farrow
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Rearranging Style Guides and Images within a Style Guide

Like you, Team AP knows that staying organized is key and with the ability to drag and drop style guides, visual organization is a snap.

Written by Christina Farrow
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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.

Written by Christina Farrow
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Creating Color Palettes

Video: Color palettes made easy

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Sharing Style Guides, Color Palettes & Notes with Vendors Outside of Aisle Planner

To share inspiration & information, you can email, print and save PDF's to anyone outside of Aisle Planner

Written by Christina Farrow
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Guest Management & Guest Messaging

Creating Custom Guest List Groups

Keep your guest list even more organized with custom guest groups

Written by Christina Farrow
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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.

Written by Christina Farrow
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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!

Written by Christina Farrow
Updated over a week ago

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.

Written by Christina Farrow
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Deleting Guests From Your Guest Manager

Learn how to remove guests from your guest list here.

Written by Christina Farrow
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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

Written by Christina Farrow
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Adding & Tracking Meal Selections

Easily track guest meal selections by adding meal options to your event in our Guest Manager

Written by Christina Farrow
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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

Written by Christina Farrow
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RSVP #s

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

Written by Christina Farrow
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Tracking RSVPs

Keep track of guest responses in Aisle Planner's guest list manager

Written by Christina Farrow
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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.

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!

Written by Christina Farrow
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About the RSVP Summary Page

What is that RSVP Summary page anyway? Glad you asked!

Written by Christina Farrow
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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

Written by Christina Farrow
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Are your Zip Codes that Start with 0 Losing their 0's in your Guest List Excel Template?

Written by Christina Farrow
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Layouts & Guest Seating

An Intro to Aisle Planner Layouts & Seating

Creating Beautiful Layouts and Seating Lists in Aisle Planner

Written by Christina Farrow
Updated over a week ago

Starting a Layout with a Blank Canvas

Learn how to start your floor plan from scratch with a nice, clean blank canvas.

Written by Christina Farrow
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Starting a Layout By Uploading a Floor Plan

Upload your venue's floor plan to kick start your layout

Written by Christina Farrow
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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

Written by Christina Farrow
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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

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!

Written by Christina Farrow
Updated over a week ago

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

Written by Christina Farrow
Updated over a week ago

Merging Multiple Banquet Tables Together

Need to create one long table? We'll show you how!

Written by Christina Farrow
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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.

Written by Christina Farrow
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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

Written by Christina Farrow
Updated over a week ago

Assigning Tables with Simple Seating

Here's a quick overview to help you create the perfect seating chart in a flash!

Written by Christina Farrow
Updated over a week ago

Customizing Table Names On The Seating Chart

Need to change the table names to table numbers? No problem!

Written by Christina Farrow
Updated over a week ago

Rearranging the Order of Tables

Drag and drop tables into place in Aisle Planner's Seating Tool

Written by Christina Farrow
Updated over a week ago

Assigning Guests To Each Table

Drag and drop to seat guests at each table in our seating tool

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

Written by Christina Farrow
Updated over a week ago

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.

Written by Christina Farrow
Updated over a week ago

Creating Object Templates

Object templates make it easy to import you most-used objects easily into project layouts

Written by Christina Farrow
Updated over a week ago

Viewing Guest Names and Seat Numbers on the Layout Canvas

Easily view where guests are seated with a click of a button.

Written by Christina Farrow
Updated over a week ago

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.

Written by Christina Farrow
Updated over a week ago

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.

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.

Written by Christina Farrow
Updated over a week ago

Creating Layouts Even Faster with Keyboard and Mouse Shortcuts

The Aisle Planner Power User's Guide to Keyboard Shortcuts and Mouse Shortcuts

Written by Christina Farrow
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Vendor Contacts

Tracking Social Media Handles For Your Vendor Contacts

Keep track of each vendor's Facebook, Instagram, Twitter and other social media handles

Written by Christina Farrow
Updated over a week ago

Uploading Contracts and Other Files into a Project

Each vendor record has a place to upload and store vendor contracts, vendor files, and other important documents and files for each project

Written by Christina Farrow
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Tracking Vendor Invoices in Aisle Planner

Learn how to track vendor invoices, add payments schedules, set payment reminders, and sync to the budget here!

Written by Christina Farrow
Updated over a week ago

Sending Clients Automated Payment Reminders for Upcoming Payments on Vendor Invoices

Clients don't automatically get notified - find out why here.

Written by Christina Farrow
Updated over a week ago

Budget Management

An Intro to the Budget Manager

Video: Managing event budgets on Aisle Planner

Written by Christina Farrow
Updated over a week ago

Updating Your Total Budget For A Project

Need to update your total budget? Here's how!

Written by Christina Farrow
Updated over a week ago

Turning Off Pre-populated Category Budget Estimates / Budget Guides

Simplify your budget worksheet by disabling your category budget guides

Written by Christina Farrow
Updated over a week ago

Adding and Reordering Budget Categories

Add categories and change the order in which categories are shown on your budget worksheet.

Written by Christina Farrow
Updated over a week ago

Tracking Vendor Invoices in Aisle Planner's Budget

Learn how to track vendor invoices and payments, set payment reminders from the budget here.

Written by Christina Farrow
Updated over a week ago

Tracking Expenses Off Of The Budget

Want to track an vendor expense but keep it off the budget? Here's how.

Written by Christina Farrow
Updated over a week ago

Setting Client Permissions on The Budget

Update your permissions to read-only on the budget to keep clients from changing your budget numbers

Written by Christina Farrow
Updated over a week ago

Downloading Your Budget

Need to download your budget? Here's how.

Written by Christina Farrow
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The Notebook

Customizing Your Note Headings

Hide your note heading and add custom headers to your notes

Written by Christina Farrow
Updated over a week ago

Creating Team Member Private Notes & Client Read-Only Notes

You can create notes that your clients can't see as well as notes that your clients can't edit.

Written by Christina Farrow
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Printing, Downloading or Sharing Notes

Share your notes easily with vendors and clients

Written by Christina Farrow
Updated over a week ago

Creative Ways to Use Aisle Planner's Notes Feature

Here are some helpful notes you might consider creating for every wedding or event in Aisle Planner

Written by Christina Farrow
Updated over a week ago