Read your day in the lanes
See what is overdue, due today, this week, later or undated, and open or filter any entry.
In short
Planner opens on Today. Lanes sort everything dated around the day you look at - Overdue, Today, This week, Later and No date - with the day's hours beside them. Your own tasks sit next to cards, interviews and runs from other modules, each in its module's color.
Before you start
- Who: anyone with Planner on. Your own items need no role; entries of other modules appear only when you may open them.
- Plan: Planner is part of every plan, Free included. Your plan caps the open items, calendars and cycles a workspace holds (Plan & usage shows them).
- First: nothing. Planner uses your device's time zone unless you pick one in Planner settings.
Read your day
- Open "Planner". "Today" shows the lanes on the left and the day's hours on the right.
- Read each lane and its count: Overdue (open items up to 30 days late), Today, This week, Later (up to two weeks ahead) and No date.
- Tick the checkbox of your own item to mark it done. A record from another module shows its module's icon instead, because it is finished there.
- Click a row to open it: your own item opens in the item sheet, anything else in its own module.
Find an entry
- Type in "Filter this list" (or press /) to narrow every lane at once.
- Use "Previous day", "Next day", the date itself, or "Today" to move through days.
- Or press Ctrl+K (⌘K on a Mac) to search your open Planner items by title.
Good to know
- The line under a title says what it is - Task, Event, Reminder, Focus block, Milestone, or a module's Deadline, Scheduled or Run - and whether it is blocked or snoozed.
- Search finds items on the calendars you can read where you are working.
- Planner uses your time zone, which follows your device unless you picked one in Planner settings.
- The … menu has "Download": Excel or PDF of the agenda for the days on screen - the day, its week or its month. The longer "Plan" view has none.
If something goes wrong
- "Some modules could not be reached": their entries are missing until you press Retry.
- An entry is missing: check "Show" in the view bar - a calendar you switched off hides its entries until you press "Show all". Below 768 px "Show" opens a sheet.
- Today looks a day off: check the time zone in Planner settings › Your day.
Related
- /help/planner/schedule-your-day
- /help/planner/quick-add
- /help/planner/what-other-modules-add
- /help/planner/week