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Small Business Planner
  • Pages
    • Planner Overview
    • icon picker
      Planner Board
      • Projects
      • Tasks
      • Workstreams
      • Timeline
    • Meeting Tracker
    • Admin
      • Statuses
I start by adding tasks and/or projects to be completed:
Add Task
Add Project
Then I use the board below to track progress and run status meetings, filtering by workstreams and/or assignees to narrow down on what’s done and what needs to be done.
Filter by assignees:
Filter by workstreams:
19
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9
15
1
Bathroom upgrade ideas
Plan for A/V setup
Select security system
Select & establish contact with suppliers, create tracking system
Add mandated rules to employee handbook
2/7/2021
Add expenses policy - what to expense and how
2/12/2021
Event schedule & planning document (calendar of events??)
2/13/2021
Migrate all planning & tracking to Coda
2/20/2021
Social media content & strategy
2/20/2021
List of to-do items for management company
2/3/2021
Sign rental agreement
Schedule toast demo
2/2/2021
Post Indeed ad
1/29/2021
Staff certifications

 
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