Free project template
Learn Palby Planner Tasks in seven days with every task dated from the day you start
One feature of Palby Planner's Tasks a day for seven days: capture, projects, sections, the timetable, focus, templates, teammates.
- 7 sections
- 36 tasks
- Opens as a list
- Dated from day 1
Seven days to learn Tasks
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Lesson 1: capture
- Capture five tasks from the capture cardDay 1
- Type a task with a date in plain words, such as "call john tmr 3pm"
- Add !high to set the priority
- Add #name to give it a label
- Try the microphone and dictate three tasks at once
- Try Photo to task on a page of handwritten notes
Lesson 2: projects
- Make your first projectsDay 2
- Press + on the Projects header and pick New project
- Make two projects, such as Clients and Admin
- Capture a task with @ and a project name to file it there
- Pin the project you use most to the top
- Make a folder and drag a project into it
Lesson 3: sections and boards
- Split a project into sectionsDay 3
- Open Display and set Grouping to Section
- Press Add section and name two sections
- Right-click a task and use Move to
- Switch Layout to Board and drag a card between columns
Lesson 4: plan the day
- Plan tomorrow on the timetableDay 4
- Click an empty time and type a block
- Drag a task from the rail onto the grid
- Press Plan, set your work hours, and read the proposal
- Place the blocks you agree with
Lesson 5: focus
- Run one focus session on a real taskDay 5
- Right-click a task and pick Focus on this now
- Pick 25m and press Plant & start
- Log it at the end, privately or to the feed
Lesson 6: templates
- Start a project from a templateDay 6
- Open the gallery from + beside Projects, then From a template
- Read a template's outline before using it
- Use the Dates block to pick the day it starts or finishes
- Save one of your own projects with Save as template
Lesson 7: teammates
- Hand a task to a teammate and talk on itDay 7
- Open a task and pick a teammate under Assignee
- Post a comment on the task
- Find it later under Assigned to others
- Press Follow on a task you want to hear about
About this template
Seven short lessons, one a day, each tried on your own work rather than a demo. Each day has a task that says what to do and sub-tasks for the steps.
By day seven you will have captured with tokens, sorted into projects and sections, planned a day on the timetable, run a focus session, used a template and handed a task to a teammate.
Tips from the template
- Do one day at a time. Each takes about 15 minutes.
- Use real tasks, so the setup you build is the one you keep.
- Tick off each sub-task as you try it.
How to use it in Palby Planner
- 1Open Tasks and choose Templates.
- 2Find Seven days to learn Tasks and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
Templates like this one
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6 sections, 15 tasksSort every task by urgent and important into four sections: do it now, schedule it, hand it off, or drop it.
5 sections, 8 tasks
Questions
Yes. Copy it as a checklist or print it, with no sign-up. Using it inside Palby Planner, with the dates filled in, needs an account.
Each task has a day counted from the start: Day 1, Day 3 and so on. In Palby Planner you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.
Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.
Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.
Run it with the dates filled in.
The templates are free. The app puts every task on a real date.