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Open your Planner

Open your Planner to start scheduling events, creating tasks, and more!

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.
    • Calendar events sync two-ways between your Planner and integrated calendar. Changes made in either one update the other. Tasks added to your Planner stay in ClickUp and will not be displayed as events in your integrated calendar.
Screenshot of the Planner.png

Connect your calendar

Before you can start using your Planner:

After you connect a Google Calendar or Outlook Calendar, event changes made in ClickUp will automatically update in your external calendar and vice versa.

To see when your Planner was last synced, hover over the refresh icon in the upper-right corner.

Authorize Planner access

If you're using the Outlook Calendar integration, ClickUp requires a Microsoft admin to approve the necessary scopes.

If you're using the Google Calendar integration, ClickUp requires a Google admin to approve the necessary scopes.

Open your Planner

There are multiple ways to open your Planner:

  • In your Global Navigation, click Planner.
    • If your Planner is not pinned, click More and select Planner.
  • In the upper-left corner of your Personal Calendar, click Planner.
  • In the Meetings Hub, click Open Calendar. In the upper-left corner, click Planner.
Animation opening planner from List view.

 

Open your Personal Calendar

You can open your standalone calendar to join and create events without the Planner Sidebar on the left.

To open your Personal Calendar:

  • In your toolbar, click the calendar icon or event name.
  • In the Meetings Hub, click Open Calendar.