Open Planner in ClickUp
The Planner in ClickUp gives you a single place to see and manage everything on your schedule so you can quickly plan what to work on next. This guide walks you through every way to open your Planner and move between its views.
What is Planner in ClickUp?
Planner in ClickUp is a centralized planning hub that pulls together your upcoming tasks, calendar items, and priorities. Instead of jumping between different tools or views, you can open Planner to see what is due today, this week, or later.
From Planner, you can:
- Review and manage your daily and weekly work
- See upcoming tasks and events on a timeline
- Open relevant views and tasks directly
- Plan across multiple levels of your Workspace
The options available in Planner may vary depending on your plan and permissions, but the core ways to open it in ClickUp are the same for everyone.
How to open Planner from the ClickUp sidebar
The fastest way to access Planner in ClickUp is from the main sidebar, which is always available anywhere in your Workspace.
Steps to open Planner from the ClickUp sidebar
- Open your ClickUp Workspace in your browser or desktop app.
- Look to the left side of the screen to find the main sidebar.
- Locate the Planner icon or label in the sidebar.
- Click Planner to open your planning workspace.
Once opened, Planner appears as its own page with multiple views for your schedule and tasks. You can always return to Planner from the sidebar while working in any other part of ClickUp.
Open Planner from a ClickUp view
You can also open Planner directly from other views in ClickUp, which is helpful when you are working in a specific Space, Folder, or List and want quick access to your schedule.
Steps to open Planner from a ClickUp view
- Navigate to any Space, Folder, or List in ClickUp.
- At the top of the screen, locate the bar that shows the current view name, such as List, Board, or Calendar.
- Click the view switcher or view name to open the view options menu.
- In the menu, look for an option to open Planner.
- Select Planner to switch from your current view into the Planner page.
This method lets you jump into Planner from the context of your current work area so you can quickly return to it after planning.
Open Planner from your ClickUp Workspace or Space
Depending on how your Workspace is set up, you may have shortcuts or navigation elements that allow you to open Planner from high-level areas of ClickUp.
Steps to open Planner from Workspace-level navigation
- Go to the main Home or Workspace-level dashboard in ClickUp.
- Look for global navigation options such as Home, Notifications, and Planner.
- Click Planner to open it in a full-page view.
Opening Planner from this level gives you a broad view of your upcoming work across Spaces, Folders, and Lists.
Switch between Planner views in ClickUp
Within Planner in ClickUp, you can change how your schedule is displayed. Although exact options can depend on your plan and current features, Planner commonly includes multiple views designed for different planning styles.
Typical Planner views in ClickUp
- Today or daily view: Focuses on what needs to get done right now.
- Weekly view: Shows tasks, reminders, and events for the current week.
- Upcoming view: Gives you visibility into future tasks so you can prepare ahead.
How to change Planner views
- Open Planner in ClickUp using any method above.
- At the top of the Planner page, look for view tabs or a dropdown menu.
- Click the tab or dropdown to see the available Planner views.
- Select the view you want, such as Today or Week.
Your Planner layout updates instantly, letting you choose the perspective that best supports your current planning session.
Tips for using Planner effectively in ClickUp
Once you know how to open Planner in ClickUp, you can refine how you use it to stay organized and reduce context switching.
Pin Planner for quick access in ClickUp
If your ClickUp Workspace supports pinning or favoriting, you may be able to keep Planner close at hand.
- Check if there is a pin or favorite icon near the Planner entry in the sidebar.
- If available, click it to keep Planner visible or easy to reach.
This makes Planner a single click away, even if your sidebar has many Spaces and views.
Plan your day from a single ClickUp page
Use Planner as your daily command center in ClickUp:
- Start your day by opening Planner first.
- Review today’s tasks and deadlines.
- Open individual tasks in new tabs or side panels.
- Return to Planner frequently to stay aligned with your priorities.
Combine Planner with other ClickUp views
Planner works best alongside other planning tools in ClickUp:
- Use List or Board views to group work by project.
- Use Calendar views to schedule due dates.
- Then open Planner to see everything consolidated.
Switching between these views gives you both detailed project context and a high-level plan.
Troubleshooting Planner access in ClickUp
If you do not see Planner in your ClickUp Workspace, there are a few common reasons and steps to try.
Check your plan and ClickUp permissions
- Planner availability may depend on your plan type.
- Certain features can be restricted by admins or owners.
- If Planner is missing, contact your Workspace admin to confirm access.
Verify you are using the latest ClickUp interface
- Update your desktop app to the latest version, if applicable.
- Refresh your browser and log out and back into ClickUp.
- Check the official documentation to confirm Planner’s current location in the interface.
You can review the original instructions for opening Planner in ClickUp in the official Help Center article here: Open your Planner.
Learn more about optimizing ClickUp
Once you are comfortable opening Planner and switching its views, you may want to go deeper into Workspace setup, automation, and productivity workflows around ClickUp.
For additional strategy and optimization resources beyond the built-in documentation, you can explore guidance from specialized consulting partners such as Consultevo, which focuses on improving processes and tools.
By combining strong planning habits with the Planner features already built into ClickUp, you can keep your work organized, stay on top of deadlines, and navigate your schedule from a single, easy-to-access page.
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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