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Plan Studio · Core workflow

Control Active Work with the Workspace Organizer

Save active A1OSIS work, move inactive projects into a Review Later queue and reopen the right software without losing customer context.

6 minutes5 stepsVisual + written guide

BEFORE YOU START

  • Any A1OSIS contractor software demo, trial or membership
  • An active plan, proposal or CRM project
  • A preferred inactivity interval

WHAT THIS IMPROVES

  • One cross-workspace review queue
  • Automatic inactivity organization without data deletion
  • Fast return to Plan Studio, Proposal Center or Sales CRM
Open Plan Studio demo

WRITTEN WALKTHROUGH

Complete the workflow step by step.

01

Open Organizer beside Workflow

Select Organizer from the shared workspace toolbar. In Plan Studio it appears beside the company-logo controls; the other workspaces place it in their main header.

Why this mattersThe organizer travels with the software instead of becoming another permanent panel over the work.
PLAN STUDIO
AccountCompany profileSave draft
TOOL SHOWNPlan workspaceSave draft
PropertiesLabelQuantityNotesStatus
Plan workspaceThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
02

Save the current workspace

Choose Save Current Workspace to place the current customer or project into Active Work.

Why this mattersThe saved card records the relevant A1OSIS workspace and gives you a direct return path.
PLAN STUDIO
AccountCompany profileSave draft
TOOL SHOWNWorkspace actionsSave draft
PropertiesLabelQuantityNotesStatus
Workspace actionsThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
03

Choose the inactivity interval

Select 15 minutes, 30 minutes, one hour or two hours. Items that pass the interval move into Review Later.

Why this mattersStale work leaves the active queue without being deleted or silently discarded.
PLAN STUDIO
AccountCompany profileSave draft
TOOL SHOWNPlan workspaceSave draft
PropertiesLabelQuantityNotesStatus
Plan workspaceThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
04

Restore, open or clear

Open a saved workspace, restore it to Active Work or clear its organizer card when the task no longer needs review.

Why this mattersThe queue remains useful without becoming a permanent collection of obsolete tabs.
PLAN STUDIO
AccountCompany profileSave draft
TOOL SHOWNPlan workspaceSave draft
PropertiesLabelQuantityNotesStatus
Plan workspaceThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
05

Understand browser-safe mode

The web tool organizes A1OSIS work and synchronizes its queue across A1OSIS tabs on the device. Arbitrary browser-tab and Windows Explorer control requires the optional signed Windows companion and browser extension.

Why this mattersWebsites cannot safely close unrelated operating-system windows; the permissioned companion is the correct premium architecture.
PLAN STUDIO
AccountCompany profileSave draft
TOOL SHOWNPlan workspaceSave draft
PropertiesLabelQuantityNotesStatus
Plan workspaceThe pointer identifies the exact control used in this step; the explanation stays outside the working area.

COMPLETION CHECK

Confirm the result before moving on.

  • Current project appears in Active Work
  • Inactive items move to Review Later
  • Open returns to the correct software
  • No customer data is deleted when a card changes queues

WORKFLOW COMPLETE

Put Plan Studio to work.

Open the software demo, start a trial or compare the membership that fits your team.

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