Plan work blocks

A block reserves time on someone’s calendar. This page covers every way to create and change one.

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When to use a block

• Reserve Tuesday morning for Homepage wireframes before something else takes it.
• Put a recurring standup or a client call on the grid.
• Show a project manager that a person’s week is already full.
• Set up a group meeting that also lands on everyone’s Google Calendar.

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Create a block

There are three ways in. All open the same Plan a block dialog.

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The block fields

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Tasks

Pick a project and a task, and the task is added as a chip. Add as many as the block covers – a block is a small checklist of what you intend to do in that span. Click the × on a chip to remove it. Leave it empty for ad-hoc work such as a meeting or a call. In that case the block needs a title.

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Title, or Label

The field is called Title when there are no tasks, and Label when there are. Placeholders show the difference: The card on the grid shows the first task’s name, or the title if there is no task. Extra tasks show as +2.

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Colour

A swatch picker from the shared 24-colour palette. The whole card is tinted with it, so colour is how you scan a week – one colour per client, or per kind of work.

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Date, Start and End

A date picker plus two time fields. Under them, the dialog states the length as you type: 45m, 1h, 1h 30m, 2h. If the end is not after the start, that line turns red and reads “End time must be after the start time.” Save block stays disabled until you fix it.

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Participants

A multi-select picker of people you supervise. The organiser is implicit and cannot be picked or removed – the placeholder reads No one else. Add anyone and a hint appears: “Takes 1h out of each of their days.” If your Google Calendar is connected it adds “They are invited on your Google Calendar too.” See /planner/multi-person-blocks.

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Add Google Meet

A switch that only appears when the block is yours and your Google Calendar is connected and healthy. See /integrations/google-calendar.

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Notes

A free-text box for the agenda, links or context. On a synced block it becomes the Google event description, and a change made in Google comes back here.

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Billable

A switch, on by default. It records your intent about the planned time. It does not make anything billable on its own – billability is decided on the time entry when the work is actually logged. See /time-tracking/billable-hours.

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Move and resize a block

The change saves as you drop it. If the save is refused the block snaps back and a message explains why.

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Delete a block

Open the block and click Delete. A confirmation appears:

Delete this block? This planned block will be removed. Any time already logged inside it is kept – it just won’t be tied to a block anymore.

Deleting a plan never deletes a record. Time entries stay on the timesheet. If the block is on your Google Calendar, the event is removed there too on the next sync.

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Example

Sarah Lin plans her Bluebird Coffee week. Her Week strip reads Planned 8h of 40h – Light, because the review is one hour on top of the seven hours of task work.

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What happens next

• The block appears on the grid, coloured, with the time range and the roster.
• It counts toward planned minutes in the capacity strip, for every participant.
• With Google Calendar connected, it becomes an event on the organiser’s calendar on the next sync.
• Nothing is logged. Track the time separately when you do the work.

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Permissions

block.manage goes to Owner, Admin, Project Manager, Member and Contractor. block.manageOthers goes to Owner, Admin and Project Manager. The Resource Planner app must be on, and the workspace must be on Pro.

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Common questions

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Troubleshooting

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