Ritzi Planner

Task Note

Your Note

Ritzi Planner Manual

1. Daily View

Your command centre. Everything happening today lives here.

Add a task — Tap + Task in the top bar. Give it a name, day, time, type and duration. Tap Add Task.

Complete a task — Tap the checkbox on the left of any task. Choose Mark as done, Remove it, or Move to another time.

Edit time — Tap the gold time label on a task card, or tap Edit Time. Pick a new time slot from the grid and choose your duration.

Notes — Tap the ✎ pencil icon on any task to open the note editor. Notes are saved per task and show inline on the card.

Yearly items in Daily — Drop Dates, Events, Goals, Milestones, and Holidays with a date assigned appear automatically in the Yearly Items section of the Daily view.

Summary Bar — The four tiles at the top of each day (Tasks / Anchors / Events / Goals) update live as you add and complete items.

2. Weekly View

A bird's eye view of your whole week at a glance.

Summary tiles — Total tasks, completed, to-dos, and remaining are shown at the top.

Day cards — Each day shows your focus theme, coloured dots for tasks, and a completed/total count.

Jump to a day — Tap any day card to go straight to that day in Daily view.

3. Monthly View

See the full month with coloured dots on each date.

Tap a date — Opens the day popup showing all tasks and yearly items for that date.

Add a task from popup — Type a task name in the field at the bottom and tap Add Task. It pins to that exact date.

Open in Daily — Tap Open in Daily View in the popup to jump to that date in the full Daily view.

Purple— Pinned / date-specific task

Cream— Scheduled anchor task

Gold— Drop Date

Blue— Event

Green— Goal

Red— Milestone

Amber— Holiday

4. Yearly View

Plan your entire year with Drop Dates, Events, Goals, Milestones, and Holidays.

Add an item — Tap any month card to open its panel. Fill in the title, type, day, time, and notes. Tap Add.

Edit an item — Tap Edit on any item. The form pre-fills with all details. Make your changes and tap Save Changes.

Delete an item — Tap Delete. An undo banner appears for 5 seconds if you change your mind.

Day field — Assigning a day number (e.g. 15) makes the item appear in the Daily view on that date and in the Monthly popup.

Tip: Use Drop Dates for launches, Goals for targets, Milestones for achievements, Events for meetings or shoots, and Holidays for public holidays affecting trading.

5. Anchor Tasks

Anchor tasks are recurring monthly business tasks — things like a supplier meeting or a content review that happen on a specific date each month.

Schedule an anchor — In Monthly view, scroll below the calendar to the Anchor Tasks list. Tap any anchor to schedule it. Pick the date and time.

Monthly view — Scheduled anchors appear as cream dots on the calendar.

Daily view — On their date, anchors appear as task cards labelled Monthly Task.

6. Import & Export

Back up and restore your planner data from Settings.

Export — Downloads a .json backup file containing all your tasks, yearly items, notes, and completions. Save this file somewhere safe.

Import → Merge — Keeps your current planner data and adds the imported data on top. Good for combining backups.

Import → Replace — Removes current data entirely and replaces it with the backup file. Cannot be undone without another export.

Always export a backup before using Replace.

7. Offline & PWA Install

The Ritzi Planner works fully offline once loaded and can be installed as a home screen app.

Install on iPhone — Open in Safari → tap the Share icon → tap Add to Home Screen.

Install on Android — Open in Chrome → tap the three-dot menu → tap Add to Home Screen or Install App.

Data storage — All data saves locally on your device. It does not sync between devices automatically.

Changing devices — Always export a backup on your old device before switching. Import the backup on your new device.

Tip: Export a backup every Friday as part of your weekly wind-down.