Create your first plan
Create a calendar, add one commitment, and plan the work needed before it.
Availability
AvailableThis workflow is available on the supported platforms shown below.
- Mobile
- Available
- Web
- Available
Verified
Before you begin
- A signed-in Harmonise account
This walkthrough builds one complete, realistic plan. You have a project proposal review on Friday afternoon and need focused time to prepare before it.
The completed plan
| Part | Result |
|---|---|
| Calendar | Work |
| Event | Project proposal review, Friday 3:00–4:00 PM |
| Task | Prepare project proposal |
| Due Date and Time | Friday 12:00 PM |
| Scheduled Date and Time | Thursday 2:00–3:30 PM |
| Estimated duration | 90 minutes |
| Subtasks | Confirm figures, draft, review, submit |
Before you begin
Choose a Thursday and Friday that are still in the future. If you already have a writable Work calendar, use it instead of creating another one.
On mobile
- Open Settings > Calendars, choose Edit, then New Calendar.
- Name it Work, choose a colour, select Create, then Save.
- Open the Create menu and choose Event.
- Enter Project proposal review, choose Work, and set Friday from 3:00 PM to 4:00 PM. Choose Create.
- Open Create again and choose Task.
- Enter Prepare project proposal and choose Work in the header.
- Choose Due, select Friday, turn Include time on, and set 12:00 PM.
- Set Estimated duration to 90 minutes.
- Choose Add details > Schedule, turn All-day off, and set Thursday from 2:00 PM to 3:30 PM. Choose Done.
- Add the subtasks Confirm the latest figures, Draft the proposal, Review it, and Submit the final copy.
- Choose Create, then open Home Agenda to review the scheduled Task before the Event.
On web
- Open Settings. In Calendars, choose Edit > New Calendar.
- Create Work, choose Set Default for supported creation flows, then choose Save.
- Choose Create > Event. Enter Project proposal review, choose Work, set Friday from 3:00 PM to 4:00 PM, then choose Create event.
- Choose Create > Task and enter Prepare project proposal.
- Under Calendar, choose Work.
- Under Due Date and Time, add Friday at 12:00 PM.
- Set Estimated duration to 90 minutes.
- Under Scheduled Date and Time, choose Assign time and set Thursday from 2:00 PM to 3:30 PM.
- Add the four subtasks, then choose Create task.
- Open Agenda to review the scheduled Task before the Event.
If the result looks wrong
- If Work cannot be selected, confirm it is visible and writable.
- If the Task is on another calendar, open it, choose Edit task, and select Work.
- If the Task Scheduled Date and Time falls after its Due Date or Due Date and Time, move it earlier.
- If an item does not appear, check the Home calendar filter and refresh the current view.