NOTE: This help page applies to both LifeTopix (and other classic LightArrow apps) as well as to LightArrow Organizer for iOS and Mac. So, the screenshots and directions may vary slightly based on the app you’re using.
This help page shows an example “Office Move” project that involves most of the necessary things to be setup for the “Office Move”.
1. Create Project – “Office Move”
Use Quick add a Project, Enter the title, and the data and tap on “Full Details” to navigate to the full detail of the Project:
Set the project status (a custom status, “Planning” is used in the this example), set the start and end dates.
Set the Context Tag as follows:
Add Participants to this “Office Move” Project:
Click on the Participants tile:
Select the participants to add to this project:
Add associated checklists for “Inventory”, “Items to discard”, “Items for recycling”, “Items to donate”, and “Move out checklist”.
Scroll down the project detail view and tap on the + button in the “Associated Items” section as shown below:
Select Checklist from the list of item types and that navigates you to the Checklist detail view. Enter the title and tap on the + to add new checklist items and select List Items or Tasks or other types depending upon the need:
Similarly, add other Checklists for donation, recycling and discarding.
Add Shopping items to the project, using the same + button in the “Associated Items”:
Similarly, add the Tasks, Reminders, Service and set the Moving company “service provider” to the moving service. The project associated items section would look like this:
The detail view of the moving service looks like this:
Track moving expenses by adding “Expenses” to the associated item section of the project:
Also, you can add the photos and videos, if necessary, in the above associated items section to capture any photos/videos of the moving process. For example, you may want to capture the condition of the facility after the move.
You can enter the location of the project as follows:
Tap on the location tile in the Project detail view, enter the address and tap on save.