16 quick tips and tricks to simplify the way you work
Planyway is so cool because it’s super easy to use. Everything here is intuitive and straightforward. However, we still have powers to reveal: 16 tips and tricks to save even more time and get the most out of Planyway.
#1 Speed up with keyboard shortcuts
Love shortcuts? Us too! Have a little scroll through the list below and discover all of the handy shortcuts. Before using a shortcut don’t forget to hover over a card or open a card dialogue.
#2 Delete a card with one click
Deleting a card is not the easiest thing on Trello: you need to archive it first, only then delete it from Archived Items. With Planyway you can do it right in the card context menu or by hitting Shift+Delete. But be careful! There's no way to undo this.
#3 Select multiple cards
Are you tired of changing each card one at a time? Just hold down Ctrl while clicking on the cards you need. Then, you can move them all at once.
#4 Adjust card duration
We all create lots of events in the calendar and it might happen that the default duration doesn’t match well with the one you need more often. In this case, simply go to Settings and toggle on Default card duration, then select the time period that works best
#5 Visualize custom fields
When you use Custom Fields power-up to set up extra due dates, you can always visualize them as cards on the calendar or timeline. It will bring more clarity on work happening across the board.
#6 Drag and drop tasks in your timesheet
To record the time you spend, simply grab the task you worked on today from the list and drag it to the right time slot in the timesheet. The time entry will be automatically created in the card with a wave of a magic wand.
#7 Don’t miss unscheduled cards
Want to figure out which tasks are left unscheduled not to miss something important? Just open the drop-down list in the left top corner and switch from All to Unscheduled.
#8 Collapse lists to make space
Now that you are working with multiple lists, it’s helpful to hide some of them to make your task list look less cluttered. Simply click on the arrow next to the list name to toggle the view on and off.
#9 Add cards to the right list
Once you add a card to the calendar, it will show up in the default list which is the first you have on your board. You can change the default list with no effort in Settings by picking another one in the drop-down menu.
#10 Link Trello and Planyway due dates your way
Wondering why Trello and Planyway’s due dates don’t match? No worries! The problem can be solved in less than a minute. Go to Settings and link Trello due dates to Planyway start or end dates. If you choose the Do not link option, only the due date you set when creating a card will be linked. All further changes won’t be synced.
#11 Save your plan in PDF
Have data that you need to show someone? Print out your dazzling data visualization or send it as a PDF file to stakeholders and keep them updated.
#12 Keep relevant emails in cards
Any task-related email can be forwarded to Trello. You can find a card's email under the Share button on the card back in the bottom right corner. Then, put it in bcc when emailing and all this information will show up in card comments.
#13 Show card numbers
Get stuck explaining what card you are talking about? Refer to a card more easily with the card number. Simple as that!
#14 Control your date and time preferences
The world is huge and we are all used to different time & date formats and weekday order. No worries - we know how to make it work for everyone. Just open Settings and adjust your Regional format, choose when your week starts, and set workdays.
#15 Switch from day to day in weekly calendar
Once you open the weekly calendar, it will open the current week from Monday till Sunday by default. Then, you can easily scroll it forward and backward to see the days you need. Have incomplete tasks by Friday evening? Try to move them to Monday this way. It’s never been easier!
#16 Use the power of markdown
Add markdown to your cards in the card's description, checklists, and comments to make the text look nice and clear. Learn how you can do it in detail in our article.
Synchronize Planyway with Google Calendar to combine your work and personal tasks in one place and get an overview of your whole schedule