Customize Your ClickUp Planner
The Planner view in ClickUp lets you organize your work by time, priority, and type of activity so you always know what to focus on next. This guide walks you step by step through customizing Planner, from choosing views and fields to adjusting layout and filters.
By the end of this how-to, you will know how to tailor Planner to match your workflow, whether you manage complex projects, daily to-dos, or team schedules.
Access the Planner view in ClickUp
Before customizing anything, make sure you can open the Planner view in your Workspace.
- Open your Workspace in ClickUp.
- Navigate to the Space, Folder, or List where you want to use Planner.
- Click the + View button.
- Select Planner from the list of view types.
- Give the view a name and choose visibility and sharing options.
Once the Planner view opens, you can start configuring the layout, sections, and task details to match how you work.
Understand how ClickUp Planner is structured
The Planner view organizes your tasks into three core sections:
- When: Time-based buckets like Today, Tomorrow, and This Week.
- What: Task lists grouped by priority, location, or other criteria.
- Activity: Categories based on what type of work you are doing.
Each section can be customized, filtered, and resized. You can also choose which section is most prominent depending on your planning style.
Choose a ClickUp Planner layout
You can change how the Planner view is displayed to focus on the section that matters most to you.
- Open your Planner view.
- Locate the layout control at the top of the view.
- Choose from available layouts, for example:
- Balanced layout to see When, What, and Activity side by side.
- Time-focused layout if you want When to occupy more space.
- Task-focused layout if you care most about What.
- Adjust panel widths by dragging the borders between sections.
Select a layout that reflects whether you plan by date, by workload, or by type of work.
Customize the When section in ClickUp Planner
The When section lets you schedule and reschedule work quickly.
Change date buckets
- Hover over the When section header.
- Open the settings menu (usually the three-dot icon).
- Choose how dates are grouped, such as:
- Today, Tomorrow, This Week, Next Week
- Overdue, No Due Date
- Custom ranges
Drag tasks between date buckets to update their due dates instantly.
Show or hide calendar details
Depending on your needs, you can simplify or expand the When panel.
- Toggle task details such as assignee, priority, and tags.
- Switch between a compact and comfortable card style.
- Hide empty buckets if you want a cleaner view.
Configure the What section in ClickUp Planner
The What section shows which tasks you are working on and how they are grouped.
Group tasks by key attributes
- Open the Group By menu in the What panel.
- Choose a grouping option, such as:
- Status
- List or Folder
- Priority
- Assignee
- Review how tasks are organized and adjust as needed.
For example, grouping by Status helps you see progress, while grouping by Priority helps you focus on urgent work.
Sort and filter tasks
Use sorting and filtering to refine the What section even further.
- Sort by due date, priority, or other fields.
- Filter by assignee, status, tag, or custom conditions.
- Save your filter set as part of the view so it is applied every time.
This makes ClickUp Planner ideal for focused work sessions, where you only want to see a subset of tasks.
Customize the Activity section in ClickUp
The Activity section groups tasks by the type of work or action you plan to take.
Set up activity categories
- Open the settings menu for the Activity panel.
- Choose how activities are defined, for example:
- Meeting
- Deep Work
- Admin
- Follow-up
- Map each category to fields such as tags, custom fields, or task types.
Once configured, tasks will automatically appear in the appropriate activity group based on their attributes.
Reassign work types quickly
You can drag tasks between activity categories to update their fields.
- Drag a task from Deep Work to Meeting to indicate a change in how it will be handled.
- Use this view to balance time between different kinds of work.
Adjust task details and fields in ClickUp Planner
You can control what appears on each task card in Planner so that the most important information is always visible.
Show or hide fields
- Click the Fields or Customize button in the Planner toolbar.
- Select which fields you want to display on task cards, such as:
- Assignee
- Priority
- Time estimate
- Tags
- Custom fields
- Apply your changes to update the Planner view.
Hiding nonessential fields keeps the Planner interface clean while still surfacing key details.
Edit tasks directly in Planner
You can manage work without leaving the Planner view.
- Click a task card to open the task window.
- Edit title, description, assignees, due dates, and custom fields.
- Add comments or attachments to keep context close to the work.
Use filters to focus your ClickUp Planner
Filters are essential for making Planner reflect exactly what you need to see.
- Click the Filter button at the top of the Planner view.
- Add filter conditions, for example:
- Only tasks assigned to me
- Exclude completed or closed tasks
- Show tasks within a specific date range
- Filter by List, Folder, or Space
- Combine multiple filters for precise views.
- Save the view so your filters load automatically.
With the right filters, Planner becomes a powerful daily command center in ClickUp.
Save and share your ClickUp Planner setup
Once you have Planner configured, save and share it with your team.
- Rename the view to clearly describe its purpose, such as “Personal Weekly Planner” or “Team Sprint Planner”.
- Set sharing so that teammates can access or edit the view as needed.
- Lock configuration options if you want to prevent accidental changes.
Shared Planner views help everyone in your Workspace stay aligned on priorities and schedules.
More resources for mastering ClickUp Planner
To go deeper into all Planner options, refer to the official help documentation from the platform:
Official Customize Your Planner guide
If you need broader workflow or implementation support, you can also explore consulting resources like Consultevo for help with Workspace structure, views, and automation strategies.
With these customization options, the Planner view in ClickUp can become your single source of truth for what to work on, when to work on it, and how to balance different types of tasks throughout your day and week.
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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