Create calendar events and schedule meetings from your Planner.
The Planner is available on every ClickUp plan.
Guests can use the Planner.
The Google Calendar integration and Outlook Calendar integration are available on every ClickUp plan.
Create calendar events
To create and schedule a new calendar event:
- Click the time you want to create the event. Alternatively, click the plus icon at the top of the Planner Sidebar.
- Select an event type.
Focus time events are displayed as regular events in your Google or Outlook Calendar.
- Name the event.
- Add additional details to the event:
- Edit the event time and duration.
- Add a video call provider: Zoom, Teams, Google Meet, or SyncUp
- Add participants to the event.
- Link ClickUp tasks and Docs to the event.
- Add a location. Use the location for a physical address, room, or other place, and use the description for agenda details, notes, and links. The location syncs with the connected calendar.
- Add a description to the event.
- Change the privacy or transparency of the event.
- Edit the event reminders.
- If you've connected multiple calendars, you can switch calendars by clicking the calendar icon in the lower-left corner of the event modal.
- Selecting a calendar while creating an event sets where the new event is saved. To move an existing event to another connected calendar, open the event and change its calendar.
- Click Save.
Schedule meetings
There are multiple ways to schedule meetings with teammates.
From the Planner Sidebar
To schedule a meeting from the Planner Sidebar:
- Under Meet with, click Search for people. If you don't see this search bar, click Meet with to expand it.
- Search for and select someone. Repeat to add additional attendees.
- All attendees' events will be displayed on the calendar.
- Click an available time segment.
- Add additional details to the event:
- Edit the event time and duration.
- Add a video call provider: Zoom, Teams, Google Meet, or SyncUp
- Add participants to the event.
- Link ClickUp tasks and Docs to the event.
- Add a location. Use the location for a physical address, room, or other place, and use the description for agenda details, notes, and links. The location syncs with the connected calendar.
- Add a description to the event.
- Change the privacy or transparency of the event.
- Edit the event reminders.
- Click Save.
By clicking a time slot
To schedule a meeting by clicking a time slot:
- Click the time you want to create the event or task. By default, event duration is one hour. This can be changed in your Planner settings.
- Click Add participants.
- Search for and select someone. Repeat to add additional attendees.
- All attendees' events will be displayed on the calendar.
- Click an available time segment.
- Add additional details to the event:
- Edit the event time and duration.
- Add a video call provider: Zoom, Teams, Google Meet, or SyncUp
- Add participants to the event.
- Link ClickUp tasks and Docs to the event.
- Add a location. Use the location for a physical address, room, or other place, and use the description for agenda details, notes, and links. The location syncs with the connected calendar.
- Add a description to the event.
- Change the privacy or transparency of the event.
- Edit the event reminders.
- Click Send Invite.