How to Use My Planner
The My Planner is a system project unique to your account.
It collects data from other projects and displays them in one place, serving as a central planning hub.
How to access:
From the Home page – it’s pinned in the default workspace.
From anywhere in the app – click the book icon in the top bar to jump directly to the current period (day, week, or month).
🧭 Structure of the Planner
The Planner includes:
Date Selector – switch between periods using the calendar view.
Period Pages – navigate between daily, weekly, monthly, quarterly, and yearly modes.
eXtra Tiles – system tiles that automatically collect tasks across your account and display them in daily or weekly views.
System Collections – central hubs for Tasks, Calendar, Projects, and Library.
📅 Date Selector
The Date Selector at the top lets you move between periods using the calendar view.
The current period type (Day / Week / Month / etc.) remains the same.
Use arrows to move forward or backward in time within the same period (for example, next or previous week).
👉 Tip: The selected view stays active until you switch, so you can easily move week-to-week or month-to-month.
🗓️ Period Selector
Each period in My Planner has its own page optimized for different levels of planning:
View | Best for |
Yearly | Setting long-term goals and key results |
Quarterly | Choosing focus areas for the next 3 months |
Monthly | Defining milestones and breaking projects down |
Weekly | Scheduling actionable tasks |
Daily | Capturing notes, quick ideas, or bookmarks |
🧩 Templates
You can either select a ready-made template for a period or save your own layout as a default template.
Your saved template will be automatically applied to newly opened pages of that period type.
⚠️ Note:
Templates currently apply only to newly created (not yet opened) period pages.
If a page already exists or has been opened before, the template will not be applied.
🧩 eXtra Tiles
eXtra Tiles are system tiles that automatically display tasks by date.
Tasks created inside eXtra Tiles receive a due date automatically.
Tasks with matching dates are shown in the correct daily or weekly view.
No setup or linking is required — the system updates these tiles for each new day, week, or month.
You can drag and drop tasks between eXtra Tiles to change their due date.
🗂️ System Collections
The Planner connects to several system collections that organize your workspace data.
☑️ Tasks Collection
All your tasks across your entire account are stored here — not just from the Planner or specific projects.
You can manage them like a database: create custom properties, filter, and sort by any parameter.
📆 Calendar
Displays Google Calendar events and xTiles tasks with due dates.
You can open, reschedule, or view details directly.
(see Everything About Two-Way Google Calendar Integration)
📄 Projects Collection
Shows all your ongoing projects in one view.
The Planner automatically includes nested project pages.
Projects are special blocks you can create inside My Planner — they appear both on the Planner page and in the Projects Collection.
📚 Library
Stores images and links on the My Planner project level, allowing you to manage them like a database for quick access and reuse.