Schedule tasks from your Planner

There are multiple ways to schedule tasks from your Planner.

What you'll need

Drag and drop tasks

Drag and drop any task from the Planner Sidebar to your Calendar to schedule it. The time allotted for the task is based on its time estimate. 

Create and schedule a task

To create a new task and schedule it:

  1. Click a time slot on the calendar. Alternatively, click the plus icon at the top of the Planner Sidebar.
  2. Select Task.
  3. Name the task and choose a List by clicking the current List name or Select a List.
    Screenshot highlighting the List and name of a new task.png
  4. Add or edit any task details, then click Save.

Use AI Time-Blocking

Use ClickUp AI to make scheduling recommendations for your tasks using their time estimates:

  1. In the Planner Sidebar, hover over the task.
  2. Click the lightning icon to the right of the task name.
  3. Recommended times will be outlined on the calendar.
    Screenshot of the outlined times from AI time blocking.png
  4. To confirm a time block, click the time block and select Confirm work session.

You can decline a time slot recommendation while using AI Time-Blocking by clicking the time block and selecting Stop auto scheduling. A new time slot will be automatically generated for the task.

Time slot recommendations for tasks are prioritized in the following order:

  1. Tasks in your Personal Priorities by order
  2. High and Urgent Priority tasks
  3. Tasks with the earliest due dates
  4. Normal Priority tasks
  5. All other tasks
  6. Low Priority tasks

AI Time-Blocking pricing and packaging are subject to change.

Use the dock

You can schedule time for tasks using the dock at the bottom:

  1. Press / or click the search bar at the bottom of your Planner.
  2. Search for and select a task.
  3. Click a time slot to block time for the task.
  4. Add or edit the task details and click Save.