Planner is for work that isn't an appointment: the equipment check, the reorder run, a campaign to draft, a room to deep-clean before Friday. Each board has columns of cards you move as work progresses. Planner lives under Operations → Planner.
Before you start
- Who can do it: anyone whose role includes boards. You see boards shared with you and every card assigned to you.
- Planner is a free add-on. If Planner isn't under Operations, the business hasn't turned it on yet. Businesses that made a board before Planner became an add-on have it on already.
Turn on Planner
An admin goes to Settings → Plan & data → Add-ons, opens Planner and turns it on, or selects Turn on Planner on the Planner page. It costs nothing.
Turning Planner off hides it again but keeps every board and card, so they are all there when it comes back on. Recurring cards wait while it is off and make one card when it is turned on again.
Create a board
Start
Go to Operations → Planner and select New board.
Choose a starting point
Under Start from, pick Treatment room ops, Campaign planning or Personal todo, and select Use this. Or start from nothing.
Name it
Enter the Title and say What's it for.
Choose who sees it
Under Reach, choose Private (only you), My team (you, your managers up the line and everyone who reports to you) or Org-wide (everyone). The line comes from Reports to on each person in Team. Owners and admins can open every board, whatever its reach.
Create it
Select Create board. It starts with four columns: Backlog, In progress, Blocked and Done. You can rename, recolour, reorder or add columns afterwards.
People assigned to a card always see it, whatever the board's reach.
Work with cards
Add a card to a column and open it to give it a title and details, assignees, a due date, linked notes, attachments (images and PDFs up to 10 MB, one as the cover) and comments. Drag cards between columns as the work moves.
My cards in Planner collects every card assigned to you, on every board. Start your day there.
Recurring cards
For jobs that come round regularly, such as weekly cleaning or monthly equipment checks, open the board's Recurring cards and select New. Choose every day, every few days, certain weekdays or monthly, and the time. Each one shows its Next run and how often it has fired. You can Pause, Activate, Edit or Delete it, or Spawn a card now to make one early. Deleting a recurrence leaves cards it already made.
Check it worked
The board appears under All boards with its card count. Assigned cards show on each person's My cards.
If something goes wrong
Someone can't see the board
Check its Reach. If they only need one card, assign them to it.
What happens when I delete a column?
Its cards are deleted too, and the confirmation says how many. Drag the cards to another column first if you want to keep them.