Plan Your Work in ClickUp Planner

ClickUp Planner helps you organize, schedule, and track your work by day, week, or flexible time frames so you always know what to focus on next.

This guide explains how to open Planner, use the different Planner views, organize your workload, and manage tasks efficiently.

What is ClickUp Planner?

Planner is a feature inside the Home experience that gives you a calendar-style view of your work. It gathers your tasks, reminders, and other actionable items and shows them in clear time-based layouts.

With Planner, you can:

• See tasks by day or week
• Drag and drop to reschedule work
• Filter and focus on specific types of tasks
• Quickly add new items right from your schedule

How to Open ClickUp Planner

You can access Planner directly from your Workspace in a few clicks. Use these steps to get started:

1. Open your Workspace and go to the sidebar.
2. Select the Home section.
3. In Home, locate the Planner area or tab.
4. Click Planner to view your schedule.

Once open, you can move between different Planner layouts and configure what appears in your schedule.

ClickUp Planner Views

Planner offers several views so you can look at your work in the way that suits you best. Each view focuses on a different time frame and level of detail.

ClickUp Daily View

The daily view focuses on what needs to be done today or on a specific date. Use it when you want to plan a single day in detail.

In the daily view, you can:

• Review all tasks due today or scheduled for that date
• Drag tasks to reorder your priorities
• Quickly mark work as complete
• Add tasks directly into time slots or into your day list

ClickUp Weekly View

The weekly view shows several days at once so you can balance your workload across the week.

Use the weekly view to:

• See how many tasks are scheduled for each day
• Move tasks from one day to another with drag and drop
• Plan ahead for upcoming deadlines
• Identify days that are overloaded or light on work

Flexible Planning in ClickUp Planner

In addition to strict daily and weekly layouts, Planner also supports more flexible time-based organization. You can group and sort work by date ranges or general time frames so you can focus on what is coming next without locking everything to a specific time slot.

Flexible planning is useful when:

• You have tasks with a wide due date range
• You are planning future sprints or cycles
• You want a high-level overview of your schedule

Organize Your Work in ClickUp Planner

To get the most from Planner, take a moment to configure what you want to see and how it should display. Use filters and grouping options to keep your schedule clear and focused.

Filter Tasks in ClickUp Planner

Filters help you focus on the right items at the right time.

Common ways to filter include:

• Show only tasks assigned to you
• Include or exclude completed tasks
• Limit to specific Spaces, Folders, or Lists
• Filter by priority, status, or tag

Combine filters to narrow your view and see only the tasks that matter for your current planning session.

Group and Sort Tasks in ClickUp Planner

Grouping options affect how tasks are visually organized in your Planner view. Sorting defines the order in which they appear.

You can typically group or sort tasks by:

• Due date
• Status
• Priority
• Assignee

Adjusting these options helps you quickly scan your workload and understand what needs attention first.

Manage Tasks with ClickUp Planner

Planner is not just a static calendar; it is an interactive workspace where you can manage your tasks directly.

Create Tasks from ClickUp Planner

You can add new items right where you are planning.

1. Open Planner in your Home area.
2. Navigate to the day or week where you want to schedule a new item.
3. Click the option to add a task (for example, a plus icon or add button in the time slot or date column).
4. Enter the task name, assignee, due date, and other key details.
5. Save the task so it appears in your schedule.

This approach keeps planning and creation in one place so you do not have to leave your schedule view to capture new work.

Reschedule Tasks in ClickUp Planner

Dragging and dropping tasks is the fastest way to update your plan.

To reschedule:

1. Open the daily or weekly view in Planner.
2. Click and hold the task you want to move.
3. Drag it to a new day or time slot.
4. Release to update its date or schedule.

This updates the task’s timing and keeps your plan accurate without opening separate task windows.

Update Task Details from ClickUp Planner

You can open tasks directly from Planner to adjust additional details.

1. Click a task in Planner to open its details pane or full task view.
2. Modify status, assignee, subtasks, or custom fields.
3. Add comments or attachments if needed.
4. Save or close the task to return to Planner.

Working this way keeps planning and execution tightly connected.

Tips for Using ClickUp Planner Effectively

To keep your planning process smooth, try these suggestions:

• Start each day in Planner and confirm what you will work on.
• Use the weekly view at the beginning of the week to balance your schedule.
• Apply filters so you only see relevant work and avoid clutter.
• Regularly drag overdue tasks to new dates so your calendar stays realistic.
• Combine Planner with other views in your Workspace for deeper reporting.

More Help with ClickUp Planner

For complete reference details and the latest updates about Planner, see the official help section here: ClickUp Planner documentation.

If you need strategic help implementing your workspace, workflows, or automation, you can also explore expert consulting resources such as Consultevo for broader guidance on optimizing your setup.

By making Planner part of your daily routine, you can keep your schedule organized, stay ahead of deadlines, and get a clear picture of everything you need to deliver inside your workspace.

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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