Create calendar events and schedule meetings from your Planner.
What you'll need
- 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.
- Name the event.
- Add additional details to the event:
- Edit the event time and duration.
- Add a video call provider.
- Add participants to the event.
- Link ClickUp tasks and Docs to the event.
- Add a description to the event.
- Change the privacy or transparency of the event.
- Edit the event reminders.
- 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.
- Add participants to the event.
- Link ClickUp tasks and Docs to the event.
- 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 durations are one hour.
- 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.
- Add participants to the event.
- Link ClickUp tasks and Docs to the event.
- Add a description to the event.
- Change the privacy or transparency of the event.
- Edit the event reminders.
- Click Send Invite.