Resource Planner is a Pro feature and an app you switch on. See
/concepts/plans-and-features and
/concepts/apps-and-modules.
What a block is
A block is a span of intended time on one or more people’s calendars.The layout
The calendar
One grid, three views, switched with the Month / Week / Day tabs.
The grid is drawn in the workspace timezone, in 30-minute slots, with an
all-day row at the top and a line marking now.
The Calendars sidebar
A panel on the left, collapsed by default. Open it with the panel button next to the Planner title. It has four layers you can switch on and off:
Task markers are off by default because a due date is a deadline, not occupied
time – drawing every one of them buries the actual plan.
Weekly non-working days are always shaded, whatever the layers say. Those are
structural.
The capacity strip
Below the grid on Week and Day views:Capacity – PlannedIt sums everyone currently on screen. Month view hides it. See /planner/capacity-and-workload.28hof40h– Logged12h– Healthy
Viewing other people
Withtime.viewOthers, the member picker overlays any set of teammates on the
same grid, Google-Calendar style. Each block names whose it is.
Scheduling is singular; viewing is not.
Dragging is decided per block, not per view. Inside an overlay your own blocks
stay movable while a teammate’s need
block.manageOthers.
How to plan a block
1
Pick the week and the person
Use Week, then the member picker if you are planning for someone else.
2
Drag out a slot
In Week or Day, drag across empty space. The times are prefilled. In Month, a
day click prefills the date and defaults to 09:00 to 10:00.
3
Fill in the block
Add tasks or a title, set the colour, adjust the times, add participants.
4
Save
Click Save block. It appears on the grid.
5
Adjust by dragging
Drag a block to move it, or drag its edge to resize it. The change saves as
you drop it.
Example
Priya Raman plans the Bluebird Coffee week at Northwind Studio.1
She overlays the delivery team
Sarah Lin, Jonas Bergman and Ana Ferreira. Three calendars on one grid.
2
She reads the strip
Planned 46h of 100h – Light. There is room.
3
She picks Sarah alone
The overlay collapses to one person, so she can create blocks again.
4
She blocks the work
Tuesday and Wednesday, 09:00 to 13:00, task
Homepage wireframes. Sarah’s
strip now reads Planned 8h of 40h.5
She books a group review
Thursday 15:00 to 16:00, title
Bluebird design review, participants Sarah,
Jonas and Ana. That hour lands on all four calendars.Plan and app
Turning the Planner off hides it and stops blocks syncing to calendars. Every
planned block is kept.
Permissions
Full detail at /planner/planner-permissions.
Common questions
Does planning a block log any time?
Does planning a block log any time?
No. Blocks and time entries are separate. Log time with the timer or a manual
entry.
Can I plan without a project?
Can I plan without a project?
Yes. A block needs either at least one task or a title. A titled block with no
task is fine for a meeting or a call.
Does the Planner respect people's schedules?
Does the Planner respect people's schedules?
Yes. Non-working days are shaded, and capacity is measured against expected
hours from each person’s schedule.
Why can I not create a block right now?
Why can I not create a block right now?
You are overlaying several calendars. Pick exactly one person.
Does the Planner sync with Google Calendar?
Does the Planner sync with Google Calendar?
Yes, both ways, when the Calendar app is on and you connect your account. See
/integrations/google-calendar.
Troubleshooting
Related guides
Plan work blocks
Every field on a block.
Capacity and workload
Reading the capacity strip.
Multi-person blocks
Organisers, participants and guests.
Planner vs tracked time
Plans against records.
Google Calendar
Two-way sync.
Planner permissions
Who can plan for whom.