The ByDesign Workflow

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.

Written By Chirali Jain

🧭 Start with Your Dashboard

Your Dashboard is the heart of your day.

It opens with your daily calendar view on the left, and a customizable task panel on the right. By default, you'll see:

  • Tasks for Today

  • Any Overdue tasks

  • Tasks scheduled for Tomorrow

  • Habit Tracker

Everything here is draggable. Move tasks across sections, or drag them into your calendar to timebox. You can also:

  • 🧩 Add widgets like your Inbox, and Scribble Pad

  • 📌 Pin pages you’re actively working on

  • 🗓 View and interact with your day without switching tabs or apps

It’s like your personal command center—tailored to how your brain works.

📅 Set Up Your Calendar

Your calendar isn’t just a place to see your schedule—it’s a space to design your day.

To get started:

  1. Integrate your Calendar from settings

  2. Color-code your calendars from the menu bar on top right

  3. Start adding tasks from your All Tasks bar at the top

  4. Then drag and drop them into time slots to block your day

🗂️ Organize Your Workspace

Think of your Workspace as your long-term brain.
It’s where you plan deeply, store ideas, and structure your world.

Most users start by creating folders—commonly one for Personal and one for Work. Then under each, you can create:

  • Pages like "Grocery List", "Home Decor", "Bucket List", or "Side Projects"

  • Nested subpages to break things down by category or project

  • Tasks and content right inside those pages

Pages can be color-coded, and even dropped into your dashboard or calendar for active use.

You can also choose to share specific pages if you're collaborating on something.

🌞 Plan the Night Before

Once your setup is in place, your daily flow becomes simple and powerful.

Here’s a habit that works for me most of our users:

  • Each night, dump the tasks you want to tackle tomorrow into your Dashboard’s "Tomorrow" section in addition to the tasks that are already scheduled

  • In the morning, open your dashboard

  • See your meetings + tasks in one view

  • Spend 15 minutes dragging tasks into your calendar to create a realistic day plan

  • Start your day with clarity, instead of scrambling

This one tiny habit keeps your planning calm, consistent, and flexible.

🔄 It All Connects

  • Tasks created inside pages appear in your dashboard

  • Scheduled tasks show up in your calendar

  • Pinned pages give you quick access to focus areas

  • Widgets like your inbox or scribble pad keep everything in view

  • Everything is draggable—you’re never locked in

You don’t have to follow anyone’s system

The best part? There’s no one “right” way to use ByDesign.
You can start simple—or go deep with nesting, tagging, and custom views.

We built this so you could stop thinking about tools—and start thinking about what really matters to you.