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Planner

Kestutis Vansavicius avatar
Written by Kestutis Vansavicius
Updated yesterday

The Planner feature in Daymi lets you assign specific roles - Maker, Approver, and Backups - to each subprocess, consolidating planning and execution into one streamlined place. This functionality is designed to enhance team collaboration and ensure smooth task handoffs, giving you greater clarity and control over each step.
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Watch the Interactive Demo

This feature is currently available to select organizations to help shape future improvements. If you're interested in early access, please reach out to us at [email protected].

🚀 Getting Started with Planner

You can access Planner directly from your dashboard. To begin:

  1. Open the right-hand sidebar (located below the Tasks icon).

  2. Select the team you want to plan for.

  3. Click Start Planning to enter planning mode.
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  4. Choose your planning scope:

    • Day for daily planning

    • Week for weekly planning

    • Month/Year for long-term processes (monthly, quarterly, yearly, or ad-hoc)
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👥 Assign Roles: Maker, Approver & Backup

Each subprocess can have:

  • Makers – responsible for completing the work

  • Approvers – review and sign off

  • Backups – step in when someone is unavailable

Here’s how to assign roles efficiently:

  • Drag & drop a user’s avatar onto a main or subprocess card to assign them.

  • Multi-select processes using Ctrl (Windows) or Cmd (Mac) - perfect for assigning all Reconciliation processes for the week in one go.

  • Click the arrow on any main process card to expand and assign roles at the subprocess level.

  • Press Esc to clear your selection and start fresh.

  • Use right-click to quickly assign or reassign Makers/Approvers

🔁 Copy Previous Assignments

Users can also copy Makers and Approvers from the previous business day, week, or month into the current period. This helps to start with a solid base and make quick adjustments as needed.
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Simply choose a date and copy assignments from a previous period - saving time and reducing manual work.
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​Click here to watch a short demo, or click the image below to enlarge.
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📥 Finalize and Notify

Once you’re happy with your plan:

  • Add a comment (optional).

  • Click Finalize Plan to lock in your assignments and notify team members via email.

🧭 Views, Filters & Customization (Outside Planning Mode)

Dashboard supports enhanced views for quick insights:

  • Avatar Indicators - see who’s assigned to what.

  • Unassigned Makers - highlight processes needing attention.

  • User Filter: Preview how the plan looks for individual team members.

You can turn on avatars in the view settings.
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✋ Quick Adjustments (Outside Planning Mode)

You don’t need to enter planning mode to make small updates. From any subprocess sidebar or by simply right-clicking on a process card or avatar (see below), you can:

  • Reassign tasks

  • Add or remove backups

  • Make quick changes - for example, update Monthly Rebates if a colleague is unexpectedly out sick

This makes it easy to stay flexible and keep your plans up to date without interrupting your workflow.
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🖱️ Right-Click Actions (Dashboard & Planner)

Speed up your workflow with context menus:

  • On Main Process Cards:
    → Assign/Reassign Maker/Approver to all subprocesses

  • On Subprocess Cards:
    → Assign/Reassign Maker/Approver

Works in both the dashboard and Planner mode for fast updates.
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🔍 My Work Tab

Each user has a My Work tab, a personalized view showing:

  • Only processes and tasks assigned to them

  • Items filtered by time period (day, week, month)

Perfect for focusing on what matters - no distractions.
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