How to Save and Organize Your Planner
In this lesson, you’ll learn how to save your planner projects in Planify Pro, organize them using tags, and access your saved work in your collection. Since Planify Pro does not auto-save by default, understanding the manual save process is essential.
- How to open the Save section from the Save Export menu
- Naming your project and assigning it to a tag
- Creating new tags to categorize your saved templates
- Selecting whether to save all pages or just the current page
- Accessing your saved planners in the My Collection tab
- Opening, editing, or making your saved planner public
- Understanding manual save reminders and when to click “Save”
Saving your planner regularly ensures your work is backed up and easy to access later, especially if you’re creating multiple versions or working across several sessions.