Schedule Tasks from Your Planner in ClickUp

Using the Planner feature in ClickUp, you can quickly schedule tasks, adjust due dates, and visualize your workload without leaving a single central view. This guide explains how to turn your Planner into a powerful scheduling hub so you always know what to work on next.

What the ClickUp Planner Schedule Can Do

The Planner view in ClickUp brings your unscheduled, upcoming, and overdue tasks together in one place. From there, you can drag tasks onto specific days, move them between dates, and edit key details.

In Planner, you can:

See tasks that are ready to be scheduled.
Drag and drop tasks onto a specific day.
Change existing due dates in a calendar-style view.
Open tasks to update fields, descriptions, and more.
Filter which tasks appear in your schedule.

This makes Planner ideal for weekly planning, personal task management, and keeping track of important upcoming work.

Access Planner in ClickUp

Before you can schedule tasks, you need to open Planner from your Workspace sidebar.

Log in to your ClickUp Workspace.
From the left sidebar, select Home if you are not already there.
Open the Planner section to view your daily and weekly schedule board.

Once Planner is open, you will see your schedule laid out by day, along with panels or sections that display unscheduled tasks or other task groups depending on your configuration.

Schedule Tasks from the ClickUp Planner

Planner makes it simple to add tasks to specific days. You can either drag existing tasks into your schedule or create new tasks directly from your daily columns.

Drag existing tasks onto your ClickUp schedule

Use this method to assign a date to tasks that do not yet have one, or to move tasks into a specific day.

Locate the task you want to schedule in the Planner side panel or unscheduled area.
Click and hold the task card.
Drag the task to the desired day column on your Planner.
Release the task card to drop it onto that day.

When you drop a task on a date, ClickUp automatically updates the task’s due date. The task now appears under that day and in any other views that reference its due date.

Create new tasks directly in ClickUp Planner

If you spot a gap in your schedule and want to fill it with new work, you can quickly create a new task right from that day.

Hover over the day column where you want to add a new task.
Click the option to add or create a new task for that day (for example, a + New task button or similar control).
Enter a task name, and optionally set details like assignee, description, and priority.
Save the task to add it to that day’s schedule.

The new task is now part of your Planner schedule and inherits the date of the day column you used to create it.

Reschedule Tasks in ClickUp Planner

As your plans change, you can quickly move tasks to new days using drag and drop. This keeps your schedule aligned with real priorities.

Change a task date by dragging in ClickUp

Find the scheduled task in your Planner on its current day.
Click and hold the task card.
Drag it to the new target date column.
Release the card to drop it into that day.

When you move a task to a different day, ClickUp updates the task’s due date to match the new position. This change is reflected everywhere the task appears, such as in List, Board, and Calendar views.

Edit task details from ClickUp Planner

You can open a task to adjust more than just its date while staying in Planner.

Click on a task card from any day in your Planner.
The task modal opens, showing fields like description, assignee, due date, and custom fields.
Update any details you need, such as:

Changing the assignee.
Adjusting the start or due date.
Updating the task status.
Editing the description or checklist items.

When you close the task, the changes are saved and remain visible in the Planner layout.

Filter Your ClickUp Planner Schedule

Filters help you focus on just the tasks that matter most in your Planner, making it easier to plan your day or week.

Use filters to refine your ClickUp view

Depending on your configuration, you can apply filters at the top of Planner to narrow down which tasks appear.

Common filters include:

Assignee: Show only tasks assigned to you or a specific teammate.
Status: Focus on open tasks or particular workflow stages.
Due date: Limit visible tasks to certain ranges, such as this week or next week.
Spaces, Folders, or Lists: Restrict the Planner to tasks from specific parts of your Workspace.

Combine filters to create a focused planning session, then clear filters to return to a full view of your workload.

Tips for Effective Planning in ClickUp

Using Planner effectively can improve your daily and weekly workflow. Consider the following suggestions:

Start each day by reviewing your Planner and dragging tasks into the current date.
At the end of the day, move any incomplete tasks to tomorrow or a later date.
Use filters to focus on personal tasks during deep work time, then clear filters for team planning.
Regularly open tasks from Planner to update statuses and keep information accurate.

Scheduling from Planner also works well alongside other features, such as Calendar view and reminders, to give you a full picture of your commitments.

Learn More About ClickUp Planner Scheduling

To explore more technical details about scheduling tasks from Planner, visit the original help center article from ClickUp at this official support page. It provides the latest interface references and notes about any new options or changes.

If you are optimizing your workspace processes or documenting ClickUp workflows for a team, you can also find specialized productivity and implementation guidance at Consultevo, which offers consulting and resources for modern work management tools.

By regularly using Planner to schedule and adjust your tasks in ClickUp, you keep your work organized, visible, and easy to manage, all from a single planning hub.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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