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What is the Planner?

Schedule or join meetings, block time for tasks, and more using the Planner.

What you'll need

Open your Planner

Open your Planner to start scheduling events, creating tasks, and more!

Customize your Planner

Customize your Planner by updating the week, timescale, timezone, and much more!

Schedule tasks

Schedule tasks from your Planner.

Create events and schedule meetings

Create calendar events and schedule meetings from your Planner.

Open or edit calendar events

Open or edit calendar events, join video conferences, link tasks and Docs, and much more!

Join or schedule meetings using Calendar Glance

Join, schedule, and manage events from your toolbar using Calendar Glance!

Use SyncUps in events

If a Google Calendar or Outlook event has a SyncUp link as its location, you can join it from your Planner.

At this time, SyncUps cannot be added to meetings you create from your Planner.

Use AI Notetaker

Use AI Notetaker to take notes and record meetings! To save time, have AI Notetaker automatically join and take notes for all meetings on the primary calendars you select.

Events that your AI Notetaker took notes for display a notepad icon next to them on your calendar.

AI Notetaker only works with primary calendars.

Screenshot of the AI notes icon.png

Use dock commands

In addition to scheduling tasks and meetings, you can use dock commands to save time.

Ask ClickUp AI questions from the dock!

The following commands are available:

Command Description Keyboard shortcut
Next day/4 days/week/month Open the next period of time based on your selected timescale.  Right arrow
Previous day/4 days/week/month Open the previous period of time based on your selected timescale.  Left arrow
Hide weekends Do not display weekends from your Planner.  
Show/Hide sidebar Show or hide the Planner Sidebar. CMD + \ on Mac or Ctrl + \ on PC.
Change appearance Switch between solid and subtle modes.  
Change display days Display a custom number of days in your Planner. 1 through 9
Change to month view View the entire month on your Planner. Shift + M
Change to week view View the entire week on your Planner. Shift + W
Go to date Quickly open a specific date.  
Go to today Quickly open today. Shift + T
Meet with Schedule a meeting with someone in your Workspace. Shift + 2

Use the Planner Sidebar

Use the Planner Sidebar on the left to schedule tasks and meetings and access your Calendar settings.

If you see a closed task in your Planner Sidebar, click the refresh icon at the top of the section.

Tasks in the Planner Sidebar are organized into four categories. You can collapse or expand any of the categories by clicking them:
  • Priorities: Tasks from your Personal Priorities. 
  • Assigned to me: Tasks assigned to you.
  • Today & overdue: Tasks that are due today or overdue.
  • Backlog: Every task matching the List and filters you have selected. Similar to List view, you can choose how subtasks are displayed, add filters, and search for tasks.
Click any task to see a preview of it. 

Expand all-day events

All-day events can be expanded by clicking any day's header or All day in the upper-left corner.

Screenshot of the all day button and various day headers.png

If a Google Calendar event is marked as free instead of busy, it will not be displayed in the header for that day unless it is a meeting that you’ve accepted.

Troubleshoot performance issues

If you're experiencing performance issues with your Planner, please follow the instructions below to help our Support team troubleshoot it:

  1. Open your Planner.
  2. Right-click any empty area and select Inspect.
  3. At the top of the Inspect menu, click the More tabs button.
  4. Select Performance.
  5. In the upper-left corner, press the record button. Profiling will begin.
  6. Open your Planner.
  7. After the performance issues are captured, press Stop.
  8. At the top, click the download button.
    Screenshot of the download button.png
  9. Click Save trace.
  10. Send the trace file to our support team for troubleshooting assistance. You can contact Support by clicking the chat bubble icon in the lower-right corner of this article.