Skip to main content
All CollectionsCreating and using plans
How to organise your new plan
How to organise your new plan

Read our quick guide on how to use 'Create blank' to create an effective plan from scratch

Updated over a week ago

Follow our quick start guide on how to create an effective plan from scratch.

πŸ’» Step 1. Name your plan based on your goal or objective

For example, in the case of an email marketing plan, setting up a tool, growing your mailing list and nurturing your list are key stages which all have their separate tasks.

🎯 Step 2. Break down your goal into key stages and add them into your plan

πŸƒβ€β™€οΈ Step 3. Break the objective of each plan stage into actionable tasks


​

πŸ“… Step 4. Add realistic deadlines for each task


​

πŸ‘― Step 5. Assign tasks to yourself and/or your team member(s)

Did this answer your question?