<h4 id="wdmafkrf8b1" data-toc-id="wdmafkrf8b1">🗂️ Workspace</h4><ul><li><p>Create a <code>Clients</code> folder and a <code>Personal &amp; Admin</code> folder</p></li><li><p>Inside <code>Clients</code>: Make one page per client or gig, with subpages for:</p><ul><li><p>Proposals, Deliverables, Meeting Notes, Invoices</p></li></ul></li><li><p>Inside <code>Personal &amp; Admin</code>: Pages like <code>Finances</code>, <code>Portfolio Updates</code>, <code>Content Calendar</code></p></li></ul><h4 id="53y7p3iymp0" data-toc-id="53y7p3iymp0">🧠 Tasks &amp; Scheduling</h4><ul><li><p>Use <strong>labels/tags</strong> for status: <code>waiting</code>, <code>sent</code>, <code>feedback</code>, <code>done</code></p></li><li><p>Drag tasks to your calendar to block time for deliverables</p></li><li><p>Schedule client calls as <strong>events</strong>, and push them to your Google/Outlook calendar</p></li></ul><h4 id="12y5at81ab3" data-toc-id="12y5at81ab3">✅ Habits</h4><ul><li><p>Daily goals like <code>Check emails 📥</code>, <code>Pitch 2 clients 💼</code>, or <code>Update portfolio 🖼️</code></p></li><li><p>Use habit tracking to stay consistent, even between gigs</p></li></ul><h4 id="zf0f3im6e1w" data-toc-id="zf0f3im6e1w">👯‍♂️ Collaboration</h4><p>Share client pages with external collaborators, designers, or clients themselves — set permissions for view, comment, or edit.</p>

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What is ByDesign?

Here’s a quick overview of what’s inside ByDesign:

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Migrate to ByDesign

Whether you're rushing out the door or mid-thought, Siri Shortcuts and the Shortcuts app make it incredibly easy to capture tasks into ByDesign—without even opening the app.

Siri & Shortcuts

ByDesign isn’t just a planner—it’s a system you can build around how you think.
Whether you're juggling personal projects, work, or both, here's how most people set up and use ByDesign daily.

The ByDesign Workflow

Planning Basics

Your Dashboard is your daily hub, a blend of planning, prioritizing, and visual clarity.

Using the Dashboard

ByDesign is built to be fast for power users. Here’s your complete shortcut guide:

Keyboard Shortcuts

Natural Language Processing

Habits are a core part of your routine—and ByDesign makes it easy to build ones that stick. Whether you're building a solo streak or teaming up with friends, tracking habits has never felt this intuitive (or fun).

Building Habits

The Quick Capture Console in ByDesign is your command bar for capturing tasks, creating events, adding pages, and more using natural language.


Quick Capture Console

Inbox

Working with Pages

Pages in ByDesign are built to be flexible. You can use them for projects, journaling, planning, documentation—or anything else you’d usually do with a mix of notes and tasks. But unlike other tools, every page in ByDesign comes task-ready. You don’t need to decide whether this is a “note” or a “task”—you can just start typing and figure it out as you go.

Organize Your Work and Life

Pages in ByDesign are flexible by design—but they also come with a set of powerful options tucked away in the three-dot menu at the top right. Whether you’re trying to change the way your tasks appear on your calendar, clean up clutter, or export your work, this guide walks you through everything you can do.


Customizing and Managing a Page

Whether you’re working with teammates, clients, or friends - ByDesign makes sharing feel effortless and flexible.

Collaboration & Publishing

Calendar & Sync

ByDesign supports smooth integration with your existing calendars—so your schedule lives in one place and you never miss a beat.

Connecting Your Calendars to ByDesign

ByDesign’s calendar gives you a clean, visual way to plan your day, week, or month—with both internal tasks and external calendar events showing up together.

Using the Calendar in ByDesign

Calendar Customization

Occasionally, calendar integrations may get out of sync—especially if credentials expire, permissions change, or a provider temporarily goes offline.

Troubleshooting & Re-Syncing

Designed for You

You’re not managing a company—you’re managing a life. Whether you’re juggling home projects, learning a new skill, or occasionally switching to work mode, ByDesign helps you stay grounded.

For Individuals

As a founder, everything flows through you—team, goals, product, funding, marketing. ByDesign helps you zoom between high-level thinking and daily tasks in one interface.

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You don't need a complicated tool to stay aligned. ByDesign helps small teams work like they're in the same room, even remotely.