Overview
View your planner dashboard with budget progress, task completion statistics, and access to planning features.
Viewing planner dashboard
Learn how to use the planner dashboard to see your progress across tasks, budget, vendors, payments, seating, and timeline.
Understanding budget progress
Learn how to read the budget widget on your planner dashboard to track your spending against estimates.
Understanding task progress
Learn how to read the task widget on your planner dashboard to see completed, urgent, and upcoming tasks.
Accessing planner features
Learn how to access and navigate the planner tools including checklist, budget, vendors, payments, seating, and timeline.