Virtual Assistant Planner & Capacity Tracker | Freelancer Task Manager, Client Hours and SOP Builder | Not a Spreadsheet, 100% Offline

Never wonder if you have room for one more client — VADesk Planning is an offline capacity planner and task tracker built specifically for virtual assistants and freelancers who bill by the hour.

🖥️ TRY BEFORE YOU BUY
Want to test drive it first? Try the free interactive demo at https://tallybox.app/vadesk/vadesk-planning-trial.html — no download, no signup required.

WHO IT'S PERFECT FOR
- Virtual assistants juggling 3+ retainer clients who need to protect their billable hours
- Freelancers who bill hourly and want to see overcommitment coming before it happens
- Online Business Managers tracking their own workload across a full client roster
- Solopreneurs who want tasks, capacity, and SOPs in one place instead of five different apps
- Anyone who's tried a Notion template or spreadsheet tracker and stopped using it by week three because it didn't actually do anything

WHAT'S INCLUDED
- One single HTML file — download once, open in any modern browser, works fully offline forever
- A ready-to-explore demo version preloaded with sample clients and tasks, so you can click around and see exactly how it works before you set up your own data
- Today Dashboard — Overdue, Due Today, and 7-day Upcoming widgets, an autosaving scratchpad, and a live weekly capacity snapshot
- Task Prioritizer — client, priority, size, exact estimated hours, due date, status, tags and subtasks per task, with an automatic priority score, two-way size/hours sync, filters, search, four sort modes, archiving with restore, CSV export and in-tab printing
- Capacity Planner — weekly bookable hours after your own admin/buffer time, colour-coded daily workload bars, per-client hour allocation bars, over-capacity warning banners, and a printable capacity report
- SOP Builder — searchable library with 5 starter templates (Inbox Management, Invoice Processing, Social Media Scheduling, Client Onboarding Check-in, Weekly Report Prep), custom steps, one-click convert-to-task-checklist, and printable SOPs
- Client Manager — name, colour tag, weekly priority, hours/week, and active status per client
- Settings — full JSON backup export/import, one-click reset, and a built-in walkthrough with tips & shortcuts
- Mobile responsive, with bottom navigation on small screens

🎁 FREE BONUS: CLIENT-UPDATE EMAIL SWIPE FILE
As a thank-you for your purchase, you'll also get 10 ready-to-send email templates for the client conversations Planning helps you manage — weekly priorities, capacity check-ins, requesting more hours, sharing a new SOP, monthly wrap-ups, and more. Just swap in the placeholders and send.

WHY BUYERS LOVE IT
- No Google account, no Microsoft account, no GoodNotes or iPad app required — nothing to break, nothing locked to one ecosystem, just open the file and go
- It calculates instead of just recording — automatic priority scoring and live capacity warnings tell you what to do next, not just what you already did
- No subscription — yours to keep and use for as long as you like.

📱 iPHONE & iPAD USERS — PLEASE READ
VADesk Planning works great on desktop and Android devices. If you're on an iPhone or iPad, there's one extra step: Apple restricts how local files save data in Safari, so you'll need a free app like "Discit" or "HTML Viewer Q" from the App Store to run VADesk Planning with full functionality.
Desktop (Chrome, Edge, Firefox) and Android users can open the file directly — no extra steps needed.

HOW TO GET STARTED
1. Purchase the listing
2. Download the single HTML file from your Etsy Purchases page (or your confirmation email if you checked out as a guest)
3. Double-click the file to open it in any browser — Chrome, Safari, Edge, or Firefox (iPhone/iPad users, see the note above first)
4. Explore the preloaded demo data, or clear it and add your own clients in the Client Manager
5. Add your tasks in the Task Prioritizer and check your Capacity Planner before saying yes to new work

FAQ

Is this a spreadsheet or a Notion template?
No. It's a genuine lightweight web app in a single file — not a spreadsheet, not an annotated PDF. Nothing to break, no formulas, no account needed.

Can I try it before I buy?
Yes — a free interactive demo is available at https://tallybox.app/vadesk/vadesk-planning-trial.html, no signup required.

Does this need an internet connection?
No. Once downloaded, it runs entirely offline, on your own device.

Will it work on my iPhone or iPad?
Yes, with one extra step — see the iPhone & iPad section above for the free app you'll need.

Is there a subscription or recurring fee?
No. One-time purchase, yours to keep and use for as long as you like.

Can I back up or move my data?
Yes — full export and import via a single JSON backup file, in Settings.

INSTANT DOWNLOAD
This is an instant digital download. No physical item will be shipped. Your file is available immediately after purchase via Etsy's "Your Purchases" page, or via your confirmation email if you checked out as a guest.

Ready to stop guessing whether you've got room for one more client this week? Add VADesk Planning to your cart and see your whole week — tasks, capacity, and clients — in one place.