Planner View

The Planner view helps you organize tasks across multiple days. Unlike views focused on doing work (like the Today View or project views), the Planner looks ahead so you can arrange tasks across future days, see how work is distributed over time, and integrate calendar events and recurring tasks.

What the Planner Shows

The Planner displays a rolling window of future days (typically about 15 days, based on your weekday settings). For each day, you see:

• Tasks planned for that day — Tasks you've assigned to that date
• Planned workload — Remaining task estimates plus timed calendar events and recurring-item durations for that day, shown against available work time when work hours are enabled
• Capacity percentage — How much of your available work time the planned workload occupies
• Calendar events — Events from external calendars you've connected
• Recurring task projections — Instances of repeating tasks that will appear on that day

Planning Vs Scheduling

The Planner uses day-level planning:

• Sets a task's due date (which day it's planned for)
• Does not set a specific time
• For today: the task appears in the Today View and uses today's ordering
• For future days: the task appears in that day's column in the Planner

Scheduling (time-specific) is different:

• Sets both a date and a specific time
• Tasks with a specific time stay in their day's column, listed below the untimed tasks in time order
• Creates entries in the Schedule view with start and end times

So you can plan a task for "Wednesday" in the Planner, or schedule it for "Wednesday at 2 PM" in the Schedule. To give a planned task a time, or to plan a batch of project tasks for a day, see 2.05-Manage-Scheduled-Tasks.

Today, Planner and Schedule Compared

Today is the list you work from, the Planner decides which day a task belongs to, and the Schedule shows whether a day's work fits on the clock. A task is either planned for a day or scheduled at a time, and can also have a deadline. Each view shows these differently:

A task that is…	Today View	Planner	Schedule
Planned for a day	Listed when that day is today	A card in that day's column	Placed in that day's free time, using its estimate
Scheduled at a time	Listed with its time when the day is today	Below the day's untimed tasks, in time order	Fixed at that time; other tasks flow around it
Due by a deadline	Added to Today when the deadline is today	A flag marker at the bottom of that day's column	A flag badge in that day's header

A deadline alone does not plan the work: until its day arrives, the Planner and the Schedule show the task only as a flag.

The Schedule is turned off on new installs; switch it on under Settings → General → App Features.

The earlier Upcoming list was replaced by the Planner and the Schedule. Recurring tasks are listed in the Recurring Tasks panel of their project; its arrow button opens an overview of all of them.

Planned but Not Completed

When you plan a task for a day but don't complete it:

• For today — The task stays in the Today View's ordering and appears in both the Today view and the Planner's today column
• For future days — The task remains in that day's column in the Planner
• Automatic cleanup — Days that have passed are automatically removed from the Planner
• Deleted tasks — Tasks you delete are automatically removed from planner days

Recurring Tasks and Calendar Events

The Planner shows:

• Recurring task projections — Instances of repeating tasks on the days they'll occur, including the project and tags the created instances will have
• Recurring tasks without times — Shown as separate items in each day's column
• Recurring tasks with times — Appear in the scheduled items timeline (Schedule view)
• Calendar events — External calendar events merged into the same timeline view

How It Differs From Other Views

Aspect	Planner View	Today View / Project Views
Organization	By date (day columns)	By project, tag, or today's list
Time specificity	By day; timed tasks listed by time	Can have specific times via scheduling
Focus	Forward-looking planning	Current work and execution
Recurring tasks	Shown as projections on future days	Handled by repeat configuration

Related

• 4.04-Schedule-View — The time-specific Schedule view
• 4.01-The-Today-View — Today's task list and ordering
• 4.02-Inbox-View — The default project for uncategorized tasks
• 2.05-Manage-Scheduled-Tasks — How to plan and schedule tasks
• 3.02-Settings-and-Preferences — Work hours and planner settings