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LESSON 3 OF 14 · 1:32

Organizing your work

Storage, statuses, standard setups, and finding things fast.

Transcript

0:03Once you're past a handful of bookings, finding things quickly becomes the whole game. Here's how the app is laid out for that.

0:10Events gives you your work by booking, and it opens on Upcoming — just the jobs still ahead of you.

0:16Past Events is everything that's already happened. All Events is the full history, in one list.

0:23Every column sorts — by name, by date, by how recently you touched it. And search filters as you type.

0:30Storage is those same diagrams, flattened. Sorted by what you touched last, with the booking named on every card.

0:37Now look at the top of Storage. Standard Setups.

0:41These are starred diagrams — a room's reusable house layouts. Ballroom banquet. Ballroom theater. Cypress classroom. The sets you already know work.

0:52So when a new booking comes in, you don't start from an empty room. You duplicate the standard, and attach the new event to the copy.

0:59Star any diagram to make it a standard. It's just a shortcut — a starred diagram is still an ordinary diagram, still filed in an event.

1:09And statuses tell everyone where a drawing stands, without anybody having to ask. Draft, in review, approved, final.

1:18That's the system. Events to find a booking. Storage to find a drawing. Stars for the layouts you reuse. Statuses so everyone knows what's settled.

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