Planning Ahead

Want to make a plan for what to do this month and this week? This strategy has you covered.

Christina avatar
Written by Christina
Updated over a week ago

The planning ahead strategy allows you to "plan" tasks and projects for specific weeks and months. 

Planning vs. Scheduling

Planning in Marvin is separate from scheduling a task to a specific day. 

Before using this strategy it is important to understand the difference.

Start and End dates

To plan a task or project basically means to give it a start and an end date.

The start date means you don't want to work on this task before this date.

The end date means you want to have the task completed by this date (like an artificial due date/deadline).

The Planning ahead strategy

The planning ahead strategy allows you to plan tasks and projects for specific weeks and months

A basic workflow example

A basic workflow is to 

  • Figure out what you want to get done this month first (plan projects for this month).

  • Then allocate those projects to the specific weeks in this month.

  • Finally either work directly from the weekly list (e.g. fill your Matrix with it, use "the Wall")

  •  or use your weekly list to plan your days (scheduling tasks/projects work sessions to specific days).

How to plan tasks and projects in the planning overlay

The easiest way to plan your months and weeks is by going to the planning overlay. 

Opening the planning overlay

To get there either press "P" on your keyboard in the day view or click on the "Planning" link in the left sidebar.

The planning overlay

The planning overlay has a rectangle for each week and month respectively.

Toggling between weeks and months

To toggle between months and weeks use the keyboard shortcut "V" or click the middle button in the top right. 

Planning tasks and projects

To plan specific items for the weeks and months, open up the Master List sidebar with the icon at the top right or use the "X" keyboard shortcut.

You can now drag projects and tasks from the sidebar directly into a rectangle to plan it for this week/month.

How to plan tasks and projects directly

Click on the edit icon of a task or project and find the "Planned:" option.

Click on the colored date picker and a calendar opens up:

Picking a week

To pick a week, just hover over the week you want and click. Or use the shortcut "This week" at the bottom to select the current week.

Picking a month

If you only want to plan the item for a month instead (less specific) click the month title at the top "September 2018" and then pick a month.

Un-planning an item

To remove the planned week or month from an item click the trash icon.

Dashboard view

In the dashboard you can see your current week and month lists. 

At the bottom of each list there are two lines. 

The bottom line (dark blue) marks how far along you are in this month/week. Hovering over it tells you the exact percentage. 

So for example if it is October the 15th the bar is at about 50% as October is about half over.

The top line marks how far along in your plan you are. If you have 50 tasks planned for this month (as part of a project + single tasks) and completed 10 so far, the line will be at 20%. 

Comparing the top and bottom line gives you an idea if you are ahead or behind for this month.

If you are ahead the task line is green and if you are behind the task line is red. 

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