Workflow - Event Planners

Organisations, categories, and personas in Priority-Zero provide a simple way to organise and distinguish your work. Whether you’re managing professional projects, personal activities, or creative pursuits using a nom de plume, these flexible labels help you stay clear, focused, and in control, no matter what kind of work you're doing.

Clients can be added, tracked, and easily managed. Whether you're billing for services, tracking client-related deliverables, or preparing reports, clients can be linked directly to projects, quotes, and invoices, making it simple to stay on top of client work without losing focus on your broader workload.

Projects in Priority-Zero are the foundation of your work. Each project can represent a client engagement, a personal interest, or a creative endeavour. There are two types of projects: unitary (without deliverables) and composite (with deliverables). Unitary projects can be timed and scheduled, and both can have files attached and be prioritised in accordance to your needs. Whether it's a one-off task or a long-term initiative, Priority-Zero helps you manage every project efficiently and stay on top of progress without getting bogged down in complexity.

Deliverables in Priority-Zero are the building blocks within composite projects. Each deliverable represents a specific task, milestone, or piece of work that contributes to the overall project. Deliverables can be timed, scheduled, prioritised, and have files attached for easy access and collaboration. You can also assign deliverables to team members, track their progress, and, if needed, mark them as billable for invoicing purposes. Whether it's a single action item or a series of interconnected tasks, deliverables help break complex projects into manageable, actionable steps, keeping your workflow clear, focused, and efficient.

Leverage the security might of OneDrive and Google Drive to keep your documents secure, ordered, arranged and accessible at each project and deliverable level. Keep detailed notes exactly where you need them.

Whether it's proposals, agreements, drafts, announcements, suggestions, ideas, articles or even chapters of a novel, Priority-Zero's publishing feature allows you to generate unique links you can use to share individual deliverables or entire projects with a select few, or to an audience as a post on social media.

If you have a team, invite them to join your project, and then assign the appropriate deliverable to them as their own project, which they can manage by adding their own deliverables, notes and estimates. If you work with independent contractors or freelancers, either invite them in the same way, or find them in Priority-Zero's built-in directory.

Once a project has been scoped by creating its deliverables, they can be scheduled using Priority-Zero's in-built calendar, which once connected to your Outlook and Google Calendar accounts, will also import all your events and meetings, helping you avoid clashes so that you can work more efficiently. Plan your work in advance by setting dates, times and durations for each Deliverable. Utlise the in-built alarm to help you keep to schedule.

Preparing quotes and invoices can be time-consuming and complicated. Not any more. With Priority-Zero's Project-linked quoting and invoicing capabilities, financial documents and timesheets can be created in a flash. Activating integration with Xero will automatically update any quote, invoice or credit note you create in Priority-Zero.

Priority-Zero's team & collaboration capability goes beyond peripheral chatter, and gets to the heart of the project by focussing on the things that need to get done. Enable file sharing by activating a link to your OneDrive or Google Drive account for every team member to access and upload to. Team Members have full visibility of each other's notes, and can see their scheduled and completed work. Meeting Manager makes it easy for all members to contribute questions and agenda items for meetings that can be either answered on the spot, or carried over to team meetings.

Send requests for once-off or recurring meetings to single or multiple recipients quickly and easily directly from within Priority-Zero, which automatically adjusts timezone differences. Share your availability by generating a unique link clients and colleagues can use to book time with you at a convenient date and time based around all your scheduled work, life and existing meetings and events.

When creating deliverables, include your estimated time for completion for each, and mark them as billable. Your estimates will be aggregated to project level, and provide an overall estimate for completion for the entire project. Create a quote instantly with Priority-Zero's auto-quote feature, which takes all of your estimates for a particular project, combines it with your preset hourly rates, and creates a quote that's ready to send to the client.

Both you and your team member can add deliverables and notes to the deliverable you assigned to them from your own project, clearly setting out the steps they need to complete to assist you.

From the hours you spend working, to the minutes and hours spent in meetings and on reminders, you can create a complete map of your activities to help you look back and increase your productivity. Evaluate and improve the accuracy of your quotes by comparing estimated time to completion, with actual time to completion.

Bring up a quote from billing history, click a button to convert it into an invoice, edit, add or remove anything you need to, and send it off to the client. What could be easier?

Deliverables can be scheduled using Priority-Zero's in-built calendar, which once connected to Team Member Outlook and Google Calendar accounts, will also import all their events and meetings, helping them avoid clashes so that they can work more efficiently. Work can be planned in advance by setting dates, times and durations for each Deliverable. The in-built alarm can also be helpful keeping Team Members on schedule.

Detailed reports make it possible to compare your original estimates against actual time spent, making it easier to identify bottlenecks and improve estimates for future quotes and profitability.

Team members can send requests for once-off or recurring meetings to single or multiple team menbers quickly and easily directly from within Priority-Zero, which automatically adjusts timezone differences. They can also share thei availability by generating a unique link clients and colleagues can use to book time with them at a convenient date and time based around all their scheduled work, life and existing meetings and events.

Creating ad-hoc invoices for any kind of goods or services is also a breeze!

From the hours team members spend working, to the minutes and hours spent in meetings and on reminders, they can create a complete map of their activities to help them look back and increase their productivity. Evaluate and help improve their efficiency by comparing estimated time to completion, with actual time to completion.

Every team member can post questions using the meeting manager feature. They can be resolved immediately and marked as actioned, or they can be carried over as minutes or discussion points for the agenda of the next team meeting.

Apart from visual charts in the team and collaboration section, Project Owners have access to comprehensive reports for each team member and the projects and deliverables they're working on. These reports also make it possible to compare their original estimates against actual time spent, helping you keep track of their activity and making sure budgets and timelines are met.