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What is the Planner?

Asha Thomas
Asha Thomas
  • Updated

Your Central Hub for Managing Tasks and Recurring Work

planner mockup.png

What is the Planner?

The Planner is your centralized workspace for viewing, organizing, and interacting with all your scheduled and recurring To‑Dos. It brings every task into one clean, intuitive location, making it simple to stay on top of daily responsibilities and recurring operational work. 

When you schedule tasks or checklists in the Planner, they’ll automatically appear as To‑Dos on the Team Dashboard during the days and times they’re assigned.

Think of it this way: The Planner is your command center, and each To‑Do is an item that flows into it, whether it’s a daily task, a checklist, or a recurring operational requirement.


Key Concepts

  1. Complete List of To-Do Items: All tasks and Checklists assigned to you or your location appear in one organized list, ensuring nothing gets missed
  2. Easy, Predictable Navigation: The Planner is designed for quick movement through tasks using simple, intuitive navigation controls
  3. Search by Title: A built‑in search bar allows you to type part or all of a task title to instantly find what you need
  4. Powerful To-Do Filters: Refine your view using filters to help you focus only on what matters at the moment, such as: 
    • Status
    • Priority
    • Category
    • Due Date
    • Assigned Owner
  5. Smart Sort Logic: Tasks are automatically organized using consistent, predictable sorting rules so users always know where to look
  6. Support for Recurring To-Dos: Recurring items are handled intelligently. The Planner always shows the correct upcoming instance so users never confuse current and future tasks

What You Can Do with the Planner

  1. View all assigned To‑Dos in one place
  2. Search, filter, and sort tasks for fast navigation
  3. Interact with and complete daily and recurring tasks
  4. Manage Checklists and operational work efficiently
  5. Access the next scheduled instance of recurring To‑Dos
  6. Move smoothly between task details, lists, and filters

The Planner makes task management fast, organized, and flexible, helping teams complete work more efficiently each day.

 

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