Guide
'Vague' planning
Some times you want to plan things, but you're not sure exactly when they might happen. You could configure the Periods integration to include Days, Weeks and Months, and then set a relation from your Tasks database to the Periods database.
For any given Task you can indicate that it will be done 'next month', and then as that time approaches, narrow down to a specific Week, and then a particular Day.
This week's work
You might also want to make a board view that allows you to plan what's on your plate for the current week, or postpone 🤠:
For the above view, the following filters and sorting settings were used:
Making calculations per month/quarter/year
Sometimes you want to aggregate information for specific periods. For example, what was the total value of your Invoices in January? What about Q1? This is already possible using Reports but you don't always want to bother with that level of sophistication.
Create a formula which is the Invoice date + one day, and then use auto-linking to link to the right Days in the Periods database (this is necessary because of how Fibery treats date ranges on the backend).
In the Periods database, add a lookup to get all Invoices for the days that the Period comprises:
and add a formula to sum the value of all these Invoices:
Now you can create a nice table view, with the time periods grouped recursively, and see the value of all your Invoices:
Allocation management
If you want to allocate people, and be able to view their workload, you can use a helper database to link People to Periods, with relevant parameters e.g. Client and Allocation percent:
Then, the commitment (per Client or per User) can be visualised on a board view:
Mentioning periods
If the semantics are enabled for the Periods integration, you can #mention a time period using a familiar term, e.g. 'tomorrow', 'next week'. These mentions will show up as back-references for the Period (and you could consider making automations which trigger on these references, e.g. create a To-do, link a Task, etc.)