A visual guide to My Planner.

1. Open My Day from the menu (or Today if you have a team role).
2. Tap an activity to see its time, location, notes and repeat details.
3. Use the previous and next day buttons to move between dates.

1. Open My Calendar or Team Calendar.
2. Set Period to Day and use Day to choose a date; select Week to open Choose week, or Month to choose a month.
3. Use the arrows to move through the selected period. Today or This week returns to the current date or week.

1. Select an empty time slot or Add activity, then enter What, Where, Date, Start and End.
2. Choose a Repeat schedule and Number of occurrences, then select Save activity.
3. Open an occurrence and select Edit activity to change the series from that date. Select No repeat to keep that occurrence and remove later ones. Earlier occurrences stay in place.

You can edit repeats in editable weeks. Locked weeks must be reopened first. For older standalone activities, Link existing repeats appears when matching activities can be connected.

1. Open My Dashboard, Team Dashboard or Dashboard, depending on your role.
2. Choose an Area, Report and Period available to you.
3. Review Schedule Overview, Planning Gaps & Extras and Tasks. Choose Lost Opportunities or Completion Gaps from Report for those views.

1. Open Project Tracker from the menu if your account has access.
2. Expand a project to see its Overview, Project Brief (when supplied), delivery details and Tasks.
3. If you have editing access, use the task controls to update your work. Progress follows completed tasks.

1. Tap the Messages icon in the header, then choose a conversation or New chat.
2. Enter your message; Choose emoji opens a searchable list. Select Send when ready.
3. A direct conversation is private to its two participants.

1. Open History from the menu.
2. Use Year and Week to find a saved weekly plan.
3. Select Open week to view it, or Download Excel for a copy. Older or locked plans may be read-only.

1. Tap your name at the top of the menu to open Account.
2. Review Profile details. For a regular account, select Change password to update it, or Sign out when finished.
3. Administrators also see Management for users, tasks and settings.

The protected administrator signs in with an access code stored as a Cloudflare secret. Its Account page does not show Change password; that code is managed outside the app.