Create events and schedule meetings from your Planner

Create calendar events and schedule meetings from your Planner.

What you'll need

Create calendar events

To create and schedule a new calendar event:

  1. Click the time you want to create the event. Alternatively, click the plus icon at the top of the Planner Sidebar.
  2. Select an event type.

    Focus time events are displayed as regular events in your Google or Outlook Calendar.

  3. Name the event.
  4. Add additional details to the event:
    • Edit the event time and duration.
    • Add a video call provider. You can use Zoom, Google Meet, and Teams.
    • 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.
    • If you've connected multiple calendars, you can switch calendars by clicking the calendar icon in the lower-left corner of the event modal.
  5. Click Save.
Animation creating an event in Planner.

Schedule meetings

There are multiple ways to schedule meetings with teammates.

From the Planner Sidebar

To schedule a meeting from the Planner Sidebar:

  1. Under Meet with, click Search for people.
    • If you don't see this search bar, click Meet with to expand it.
  2. Search for and select someone. Repeat to add additional attendees. 
  3. All attendees' events will be displayed on the calendar.
  4. Click an available time segment.
  5. 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.
  6. Click Save.

By clicking a time slot

To schedule a meeting by clicking a time slot:

  1. 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.
  2. Click Add participants.
  3. Search for and select someone. Repeat to add additional attendees. 
  4. All attendees' events will be displayed on the calendar.
  5. Click an available time segment.
  6. 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.
  7. Click Send Invite.