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The planner
Open Planner from the sidebar. Three views share the same items:
| View | Best for |
|---|---|
| List | Scanning and sorting everything in a table |
| Kanban | Working a board — drag a card between To Do, In Progress and Completed to change its status |
| Timeline | Seeing the day, week or month laid out by due date, grouped by site |
My day and All items
The planner opens on My day: open items assigned to you that are overdue or due before the end of today. Switch the toggle to All items to see everything at the sites you can access.
Searching and filtering
- The search box filters the visible items by title or reference.
- The type filter narrows the planner to tasks, issues, work orders, tickets or maintenance.
Working with items
- Click a task to open it in place — complete it, tick off checklist items, edit or delete it.
- Click an issue, work order, ticket or maintenance event to open its own record.
- On the kanban board, drag any card to a new column to update its status.
Items synced to your Outlook calendar show a small calendar badge on their kanban card — see Outlook calendar sync.
Related
Last reviewed 8 July 2026.