Manage Planner Events in ClickUp

Using ClickUp, you can quickly open and edit calendar events in your Planner so you always stay on top of meetings, deadlines, and synced tasks.

This how-to guide walks you through opening events, updating details, and managing synced calendars so your schedule stays accurate and organized.

Overview of Planner events in ClickUp

The Planner brings together events and tasks from multiple places into one view. You can see and manage:

• Events from Google Calendar
• Events from Microsoft Outlook Calendar
• Tasks with start and due dates from your Workspace
• Synced events created from ClickUp tasks

Depending on the type of event and how it is synced, different controls and edit options are available.

Open calendar events in ClickUp Planner

You can open events directly from the Planner view to see their details or edit them when available.

Types of events you can open in ClickUp

In the Planner, you will see several kinds of items:

• Synced events created from tasks: Events that originate from a task in your Workspace and are synced to a connected calendar.
• Google Calendar events: Events coming from a connected Google Calendar.
• Outlook Calendar events: Events coming from a connected Microsoft Outlook Calendar.
• Tasks from your Workspace: Tasks with dates that appear as items on the Planner schedule.

The way you open and edit each type depends on its source and sync settings.

How to open a synced event from a ClickUp task

When an event is created from a task and synced with your external calendar, it is treated as a synced event.

1. Open your Planner view from the Workspace sidebar.
2. Locate the item that represents the synced task event on the calendar grid or timeline.
3. Click the synced event to open its details.

When you open a synced event created from a task, you can:

• See the task name and schedule
• Open the full task in a new pane
• Review which connected calendar it syncs with

These synced events inherit details from the original task, so edits are typically made at the task level.

How to open Google Calendar events in ClickUp

Events pulled in from Google Calendar appear alongside tasks and other items in your Planner.

1. Go to Planner in your Workspace.
2. Find the Google Calendar event at the appropriate date and time.
3. Click the event to open its details popover.

From that popover, you can quickly see the event title, time, and other basic information. Some advanced changes must still be done in Google Calendar, but you can access and understand the event right from the Planner.

How to open Outlook Calendar events in ClickUp

Planner also supports events from Microsoft Outlook Calendar.

1. Open the Planner schedule view.
2. Look for the Outlook Calendar event you want to inspect.
3. Click the event to view more details.

Outlook events show their key details in the Planner while staying synced with Outlook. Major changes, such as modifying invitees, should be updated in Outlook itself.

Edit synced events and tasks in ClickUp

You can edit many details of synced events and tasks directly in the Planner. The options depend on whether the item is a synced event from a task or an external-only calendar event.

Edit a synced event created from a ClickUp task

When an event is created from a task, you usually manage edits at the task level, which then syncs with your external calendar.

1. From the Planner, click the synced event created from a task.
2. In the popover, select the link to open the associated task.
3. Update task details such as title, date, or time.
4. Save your changes to allow them to sync back to your connected calendar.

Typical updates include:

• Adjusting the task’s start or due date
• Changing the task name to better describe the event
• Updating the time range through task date settings

These changes help keep your Planner schedule aligned with your external calendars.

Edit Google Calendar events from ClickUp Planner

Some Google events can expose limited editing capabilities directly from the Planner, depending on your sync configuration.

1. In Planner, click the Google Calendar event.
2. Review the details to confirm what can be edited.
3. If full editing is not available, use the link or open option to edit the event in Google Calendar.

For example, you might be able to:

• Adjust visibility settings in Planner
• Change which calendars display in the Planner view

Actual event content such as guests, meeting links, or recurring rules typically must be updated inside Google Calendar.

Edit Outlook Calendar events from ClickUp Planner

Outlook events behave similarly to Google events inside the Planner.

1. Click an Outlook event in the Planner.
2. Review the event information shown.
3. Use any available link to open and edit the event directly in Outlook if deeper changes are needed.

To keep your schedule consistent, check that any edits you make in Outlook have time to sync back to ClickUp before you rely on the updated details in Planner.

Control what you see in ClickUp Planner

Managing visibility is just as important as editing events. You can keep your Planner clear and focused by choosing which items to display.

Filter tasks and events in ClickUp

Use filters to refine your Planner view so you only see relevant items.

• Show or hide specific Lists or Folders.
• Filter by assignee to focus on your own tasks.
• Display only events that meet certain date ranges.

These controls help reduce noise and make it easier to spot the events you want to open or modify.

Toggle connected calendars in ClickUp

If you have multiple external calendars connected, you can decide which ones appear in the Planner.

• Open the calendar or Planner settings panel.
• Select or deselect Google calendars.
• Select or deselect Outlook calendars.

Turning calendars on or off is useful when you want a high-level overview of all events or a focused work-only schedule.

Best practices for Planner events in ClickUp

To keep your time management smooth across tools, follow a few best practices.

• Designate a source of truth: For synced events created from tasks, treat the task in your Workspace as the primary record.
• Let syncs complete: After editing tasks or calendar events, give your connections time to update before making additional changes.
• Avoid duplicate events: Check that you are not connecting the same external calendar multiple times.
• Review recurring events: When series events are involved, confirm that edits apply to the correct occurrence or the entire series in the original calendar.

Learn more about ClickUp Planner features

To go deeper into Planner behaviors and event management, review the official help center article from ClickUp: Open or edit calendar events in your Planner.

If you want additional guidance on optimizing your workspace setup, integrations, and workflows, you can also explore expert resources such as Consultevo for consulting and implementation support.

With these steps and tips, your Planner in ClickUp can become a reliable hub for managing calendar events from multiple sources in one unified schedule.

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