Plan your team's week in the Planner

Planner in the sidebar has two tabs: My Planning — your own week — and Team Planning — everyone's. Both are visible to every role, but Team Planning is read-only unless you are an admin or manager: members can look and filter, and the Unplanned Items panel stays hidden for them.

Views

Switch with the view menu or straight from the keyboard: Day (1), 3 Day (3), Weekdays (5), Week (7), Calendar (M) and List (L). F toggles focus mode, which collapses the navigation and side panels. Your choice is remembered per workspace.

The Day view is the one to know about with a bigger team: it splits into one column per team member, with each person's avatar and booked hours in the column header — so a single glance answers "who is working on what today".

Unplanned Items

The right-hand panel lists every deliverable that still needs a slot, under two headings: Overdue (was scheduled, but nothing is planned ahead anymore) and Unplanned (never scheduled). Drag one onto the grid to schedule it.

The panel has its own client filter and a status filter — by default it hides draft, review, approved and archived deliverables so you see actual upcoming work. You can multi-select with Cmd/Ctrl-click and Shift-click, then drag the whole batch onto a day at once.

Scheduling

• Dropping a deliverable creates a one-hour block, snapped to 15-minute increments. Move it, resize it, or drop it on the all-day strip to make it an all-day item.
• Dropping onto a specific person's column assigns the deliverable to that person — it replaces the current assignee, so it doubles as a reassignment gesture.
• Click empty grid space to create a block from scratch: give it a title and a type — Custom, Meeting, Shoot or Admin.
• Click any block for its details: time, assignee, project, client and due date, plus Open project and Unplan.

Project key dates — a shoot day, a delivery — show up as amber flags in the all-day row. They are read-only reminders, not blocks.

Finding things

The toolbar has a search box (matching items scroll into view and pulse briefly, even inside the Unplanned panel) and filters for Client, Team member and Unassigned only, with a Clear chip when anything is active.

The left sidebar holds a mini month calendar and a Calendars list of your team: give each person their own colour, hide the ones you are not planning for, and group them into your own sections. Connected Google Calendars appear in their own group — see Connect your Google Calendar to the planner.

The planner updates live, so two people can plan at the same time without stepping on each other.