Add Tasks and Projects

There are a few different ways to add tasks and projects to your Day Plan. You can also order tasks by priority if you wish. We'll go over all of that here. Follow along or skip around as you like.

Add Tasks and Projects Manually
Select from Previously Added
Forecast Your Day
Copy Forward
Prioritize

Add Tasks and Projects Manually

To begin with, you can simply click the plus icon in the Day Plan area and type out your task in the text strip that appears. Like so:

 Day Planner App

Edit your tasks anytime by clicking in the text strip and making changes with your keyboard.

 

Tips:

  1. Use the ‘at’ symbol to specify a time of day in your task description and you’ll get a reminder notification about your task five minutes prior to the time indicated in your description, e.g. "Meeting @9am." Read more about Task Reminders here.

  2. Include a time estimate in your task description to get a notification when you've reached it. Learn how to use Task Time Estimates here.

 

To add a corresponding project for your new task, click the down arrow on the far right to expand the drop-down list—this list is populated by the projects you add manually (as we’re about to do here) and those pulled from integrated services if you have those enabled—and choose Add Project Category to create a new one.

 Daily Planner App

Click Add, then select your new project from the drop-down menu to add it to your Day Plan.

 Plan Your Day with Daycast

Select from Previously Added

Once you’ve used Daycast a bit, both drop-down menus will be populated with all the tasks and projects you’ve added. Select from those to add to your Day Plan if you like.

 Day Planning App

Forecast Your Day

Click Forecast Your Day to expand the menu, then click the plus icons next to the tasks you wish to add to your Day Plan. (If you've integrated Basecamp Classic—with To-dos synced—or Pivotal Tracker, you'll also see to-dos and stories here. Control which services you see tasks from in this list by selecting or de-selecting projects in the Projects dropdown menu.)

 Day Planning App

With just a few clicks, your day is planned:

 Daycast Daily Planner

Copy Forward

You can copy tasks to a future date by clicking the right arrow icon to the far right of the task you want to copy. Select a day and that’s it. Task added.

 Daily Planner App

Prioritize

You can order (and reorder) your tasks by priority anytime. Begin by hovering over the task you’d like to move. The clock icon will appear along with two vertical ellipses to the clock’s left. Click the dots and hold while moving the task up or down in your Day Plan with your mouse. When you’ve got it where you want it, simply release.

 Day Plan App

That's all there is to planning your day with Daycast. (Got questions? Visit the FAQ for answers about tasks, projects, day planning, and more.)

Up Next: With your Day Plan filled in, you’re ready for one of the really fun bits—clocking in and out of tasks as you work. Let’s move on to Track Your Time to learn how.