Planner in ClickUp: Step-by-Step How-To Guide
The Planner in ClickUp gives you a powerful way to see your work across your Workspace, organize your day, and quickly decide what to do next. This guide walks you through how to open the Planner, customize it, and use each section to stay on track.
Use this article to learn how to navigate Planner, manage priorities and due dates, and control what appears so you only see the work that matters most.
What is the Planner in ClickUp?
The Planner is a personal planning hub inside ClickUp that combines your tasks and events in one place. It helps you:
- Review current and upcoming work
- Adjust priorities each day
- Plan based on due dates and time estimates
- Stay focused on what is important
Planner is organized into clear sections so you can quickly understand your workload and make decisions.
How to Open Planner in ClickUp
You can access Planner in ClickUp directly from the sidebar. Follow these steps:
- Open your ClickUp Workspace.
- In the left sidebar, look for the Home area.
- Click Planner to open your planning view.
Planner opens with multiple panels that show your inbox, schedule, and key task lists.
Overview of Planner Sections in ClickUp
Planner in ClickUp is divided into several sections to help you review and organize tasks efficiently.
Today in ClickUp Planner
The Today section shows items scheduled for the current day. Use it to focus on what needs your attention now.
Typical items you might see in Today include:
- Tasks due today
- Events happening today
- Time-blocked work you scheduled
As you complete items, mark them done directly from Planner to keep your day on track.
Overdue Items in ClickUp Planner
The Overdue section displays tasks and work items that have passed their due date.
Use this section to:
- Quickly identify missed deadlines
- Reschedule overdue tasks to realistic dates
- Reprioritize based on urgency and impact
Adjust due dates from Planner so your schedule stays accurate.
What’s Next in ClickUp Planner
The Next section helps you plan for upcoming work beyond today.
Here you can:
- See tasks and events scheduled for future dates
- Drag items to different days in your schedule
- Prepare your workload in advance
This view supports proactive planning so tomorrow’s work does not surprise you.
Unscheduled in ClickUp Planner
The Unscheduled area contains tasks that do not yet have a specific time block.
Use it to:
- Find tasks that still need a day or time
- Drag work into your schedule when you are ready
- Make sure nothing important stays floating without a plan
Moving tasks from Unscheduled into your timeline is a simple way to build a realistic plan for the week.
How to Manage Tasks in ClickUp Planner
Planner provides quick actions so you can organize tasks without leaving this view.
Reschedule Tasks in ClickUp Planner
To adjust when work happens:
- Hover over a task in any Planner section.
- Look for the due date or scheduling option.
- Change the date or drag the task into a new time slot in your schedule.
This allows you to keep your calendar aligned with real priorities and capacity.
Prioritize Work in ClickUp Planner
Use Planner in ClickUp to confirm which tasks should happen first:
- Review Today and Overdue sections for urgent work.
- Look at Next for upcoming deadlines.
- Move lower-priority tasks to later days or back into Unscheduled.
Repeating this process daily keeps your task list practical and achievable.
How to Customize Planner in ClickUp
You can control what appears in Planner so the view matches your role and responsibilities.
Filter What You See in ClickUp Planner
Depending on your Workspace settings, you can adjust which tasks and events are visible.
- Open Planner in your ClickUp Workspace.
- Locate filtering or view options in the Planner interface.
- Choose filters based on assignee, status, or location, if available.
Filtering helps remove noise and keeps you focused on the tasks that matter.
Adjust Time and Date Views in ClickUp Planner
Planner may offer different date or time-based views, such as a daily or multi-day layout.
To adjust your view:
- Select the date navigation controls in Planner.
- Move forward or backward in time to review your schedule.
- Use these controls to plan out your week or revisit past days.
This flexibility makes it easy to align Planner with how you like to work.
Daily Workflow with Planner in ClickUp
Use Planner as a daily control center in ClickUp by following a simple routine.
Morning Setup in ClickUp Planner
- Open Planner as soon as you start your workday.
- Review the Today section to understand your commitments.
- Check Overdue and move items to realistic new dates.
- Drag important tasks from Unscheduled or Next into Today.
Within a few minutes, you will have a clear outline for the day.
Midday Check-In in ClickUp Planner
At least once in the middle of your day:
- Open Planner in ClickUp.
- Update completed tasks so your view stays current.
- Shift any remaining work to later time slots if your day changes.
This prevents last-minute surprises and keeps your plan flexible.
End-of-Day Review in ClickUp Planner
- Return to Planner before you finish work.
- Mark remaining completed items as done.
- Move unfinished tasks from Today to future dates.
- Scan Next and Unscheduled to choose top priorities for tomorrow.
Ending your day with this routine makes it easier to start strong the next morning.
Best Practices for Using Planner in ClickUp
To get the most value from Planner in ClickUp, keep these tips in mind:
- Review Planner daily: Small, regular updates keep your schedule accurate.
- Keep due dates realistic: Avoid stacking too many critical tasks on the same day.
- Limit your daily focus: Use Planner to highlight a small number of must-do items.
- Use sections intentionally: Today, Overdue, Next, and Unscheduled each serve a clear purpose.
Consistent use turns Planner into a reliable source of truth for your workday.
Learn More About Planner in ClickUp
For official product details, examples, and the most up-to-date interface information, see the original article: What is the Planner.
If you need expert help improving your workspace setup, process design, or overall productivity strategy, you can also consult with specialists at Consultevo.
By integrating Planner into your daily routine in ClickUp, you can understand your workload at a glance, commit to realistic goals, and keep your tasks organized across every part of 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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