View calendar event details in your Planner

When you open a calendar event from your Planner, you can see its details, join any video conferences, and more!

Changes made from your Planner sync with your connected calendar and vice versa.

Screenshot of a meeting card.png

What you'll need

See event details

When you open a calendar event, you can see its date, start and end time, attendees, location, description, and linked items. If you have permission, you can edit these details.

Move an event to another calendar

If you've connected more than one calendar, you can move an existing event to another one:

  1. Open the event.
  2. At the top of the event, click the in [calendar name] badge.
  3. In the Search calendars dropdown, select another connected calendar.
  4. Save your changes. The change syncs with the connected calendar.

Join a video conference

You can join video conference meetings by clicking Join under the event name and time.

Use AI Notetaker

Events with a video call show an AI Notetaker selector below the participants. Use it to choose which Notetaker joins the meeting.

To set the AI Notetaker for a meeting:

  1. Click the event to open its card.
  2. Select Add AI Notetaker or the current Notetaker type.
  3. Select one of the following:
    • No Notetaker
    • Personal Notetaker: Share notes with only you.
    • Shared Notetaker: Share notes with attendees.
    • Workspace Notetaker: Share notes with your Workspace.

When a Shared or Workspace Notetaker is set for the meeting, Personal Notetaker is unavailable. To use your Personal Notetaker instead, select No Notetaker, click Remove Notetaker to confirm, then select Personal Notetaker.

Link a task or Doc

To link a new task to an event:

  1. Under the event date and time, click tasks.
  2. Search for and select a task to link.

To link a Doc to an event:

  1. Under the event date and time, click docs.
  2. Click the Documents filter.
  3. Search for and select a Doc to link.

Mark your attendance

Use the dropdown in the lower-right corner to indicate if you're attending the event.

Attendee responses are displayed under the meeting link. To view the full list of attendees, click anyone's initials. If you have permission, you can add more attendees when viewing the full list.

Customize event reminders

Choose which reminders you receive for the event:

  1. At the bottom, click the bell icon.

    Screenshot highlighting the bell icon.png

  2. By default, all reminders are enabled. You can check or uncheck each notification to enable or disable it:
    • At the time of the event
    • 5 minutes before
    • 10 minutes before
    • 30 minutes before
    • 1 hour before

Delete events

To delete an event:

  1. Click the event.
  2. In the upper-right corner of the event preview, click the delete icon.