User Guide

This guide explains how to use myplannerdesk from first login through everyday tracking of activities, contacts, and addresses. The goal is to quickly establish a clear work rhythm: plan the day, record statuses, and find data easily when you need it.

The app works in the browser on desktop and phone. No installation is required.

0) Getting started: registration and first steps

1. Open Get Started and create an account with your email and password.
2. After signing in, go to Activities and add your first task for today (title, start date, status).
3. Then in Contacts enter a few clients or partners you call often.
4. If needed, add locations you visit in Address book (office, warehouse, client site).

For best results, link activities to contacts from the database instead of typing names manually each time. That keeps reports and search accurate.

1) Creating an activity

The Activities module is the center of daily work. Enter meetings, calls, tasks, and follow-ups there.

Go to Activities > New activity.

• Required fields: Title, Start date and time, Status.
• Optional fields: End date and time, Next contact, Priority, Description.
• Use a clear title (e.g. “Call – company X – quote”) so you can find the record later.
• Priority helps when you have multiple duties the same day — handle high priority first.

2) Client: selection or manual entry

• If the client exists in your database, select it in “Select contact from database”.
• If not, leave the selection empty and enter manually: Contact name, Company, Position.
• Afterwards you can add the same client in Contacts so they appear in the list next time.

3) Rescheduling and status tracking

Plans change. Update the time and status quickly instead of leaving outdated records.

• Open an activity from the list and update “Reschedule start” on details.
• In the same form save the new status and “Done” notes (a short note of what was completed).
• If another meeting is needed, enter “Next contact” so you do not forget the follow-up.

4) Reports, print, and export

Reports help you review unfinished work, a planned period, and print for a meeting or archive.

• Open activities: date range, client, company, priority, sorting.
• Planned activities: period-based view, including next meeting and end date.
• Print activities: advanced criteria for detailed review.
• Reports support Excel and PDF export.

Tip: once a week export open items. You will see what is late and what should be rescheduled.

5) Contacts

Contacts are the directory of people and companies you work with. The more complete the data, the more useful activities and reports become.

• Go to Contacts > New contact and enter name, company, position, phone, email, and notes.
• For larger lists, use Import from Excel on the contacts list.
• When creating an activity, select a contact from the database instead of typing manually whenever possible.
• Use notes for short context (e.g. preferred communication channel).

6) Address book

Address book stores physical locations. Contacts are “who”; address book is “where”.

• Go to Address book > New entry and enter a name, full address, and location (city or coordinates).
• The location field opens Google Maps — useful for visits and field work.
• Keep the address book updated with contacts so trip planning is faster.

7) Suggested weekly rhythm

• Monday: enter the week plan and set priorities.
• Every day: morning activity review + evening status update.
• Friday: open-items report and carry unfinished work into next week.

8) Tips for quality data entry

• Always fill Title, Status, and Start date.
• Link the activity to a database contact whenever you can.
• Store addresses in the address book for quick map access.
• Do not leave old statuses — updating takes less than a minute and keeps the plan reliable.

9) Learn more

For planning theory and practical techniques, see planning guide , demo and the blog. If something is unclear, contact us via Contact .