What it covers
Bring tasks, follow-ups, deal dates, service deadlines, bookings, projects and scheduled messages into one calendar.
Forms and bookings
Planner
See work and dates together in month and agenda views.
How it works
See the dates attached to customer work
Bring the team’s upcoming commitments into month and agenda views. Planner combines supported work items so people can see what is due without rebuilding a second calendar by hand.
In practice
View tasks, follow-ups, deal dates, service deadlines, bookings, projects and scheduled messages.
When to use it
Useful situations
- Review tasks and customer commitments due across the coming weeks.
- Coordinate bookings with project milestones and service deadlines.
- Use month and agenda views to prepare for a team planning meeting.
A working path
How the work moves
Choose a calendar view
Switch between month and agenda layouts and move to the period you are planning. Use the view that makes it easiest to scan dates without assuming all entries have the same owner or workflow.
Review connected work
Inspect supported tasks, follow-ups, deal dates, service deadlines, bookings, projects and scheduled messages. Open an item to continue in its source record and confirm current details.
Resolve collisions early
When dates compete, contact the relevant owner and update the source record or task with the agreed plan. Planner helps reveal timing together; it does not replace each module’s assignment and status controls.
Illustrative scenario
Preparing a delivery week
A coordinator scans the agenda, sees a customer booking near a project milestone and a service deadline, then checks each source record and asks the owners to confirm coverage.
Before you start
What to check
- Planner combines supported work items, and visibility follows the permissions of their source modules.
- A calendar date can become stale if the source task, booking or project changes; verify details in the underlying record before acting.
Which kinds of work can appear?
Supported entries include tasks, follow-ups, deal dates, service deadlines, bookings, projects and scheduled messages.
Can I edit every item in Planner?
Items continue through their source workflow, which determines available actions and permissions.
Get started
See your customer work in one place.
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