What is My Planner
My Planner is a system project meant for your general task management.
It collects your tasks from other projects and displays them in one place, serving as a central planning hub.
How to access My Planner:
From the left Sidepanel – located at the top of all your workspaces for quick access.
From anywhere in the app – Click the book icon in the top bar to jump directly to the current period (day, week, or month).
My Planner features
My Planner includes a lot of useful features and automations that would make planning simple, visual and intuitive:
Period selector – navigate between daily, weekly, monthly, quarterly, and yearly time periods.
Date Selector – switch between dates within your current period using the mini calendar.
eXtra Tiles – special system tiles that automatically collect tasks across your account and display them in daily or weekly views.
Templates - choose from a variety of beatiful ready-made templates for your planning or create your own recurrent template.
System Collections – central pages for Tasks, Calendar, Projects, and Library.
Period selector
Period selector allows to switch easily between different time periods of My Planner: Daily, Weekly, Monthly, Quarterly, and Yearly views. It's always located in the top right corner.
Each period is suited for different types of planning, allowing you to choose the approach that works best for you.
View | Best for |
Daily | Capturing notes, quick ideas, or bookmarks |
Weekly | Scheduling actionable tasks |
Monthly | Defining milestones and breaking projects down |
Quarterly | Choosing focus areas for the next 3 months |
Yearly | Setting long-term goals and key results |
Date Selector
The Date Selector at the top lets you move between time frames within your chosen periods. It's located in the top left corner and appears as a mini Calendar window, that would preview
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.
eXtra Tiles
Task
Task eXtra tiles are special tiles that represent days of the week - those are automatically exist on both daily and weekly views in My Planner. Each eXtra tile is marked with due date it represents:
Tasks created inside eXtra Tiles receive a due date automatically. In contrast with regular tiles no setup or linking is required.
You can drag and drop tasks between eXtra tiles to change their due date.
Tasks, which due dates were assigned elsewhere in xTiles, will appear under respective eXtra tiles in My Planner.
Schedule
Schedule tile is a special tile that works in sync with your external Calendar - for example Google or Outlook Calendars — it displays your Calendar events alongside xTiles task on a visual schedule, which is great for time managment and immediate overview of your activities.
This eXtra tile is currently available for the Daily view in My Planner.
eXtra tiles Panel
All eXtra tiles on your Planner page can be viewed or restored from the eXtra Tiles panel at the bottom of your left toolbar in My Planner.
From there, you can see which eXtra tiles are currently active on the page (active tiles will be greyed out). This panel also allows you to bring back any eXtra tiles that you have deleted from the page.
My Planner Templates
Apart from the standard layout for each Planner period, it’s possible to change it and choose from a wide variety of beautiful, ready-made templates that better suit your planning and note-taking style.
To browse the My Planner Template Gallery, navigate to the Templates button in the top right corner - this will open the Template Gallery. Note that each period (Daily, Weekly, Monthly, etc.) has a different set of templates.
Your saved template will be automatically applied to all future unopened pages within that period.
Creating your own Template for My Planner is absolutely posible as well — learn more here: How to Change Template in My Planner
Other My Planner Pages
Apart from the main Planner page, My Planner has a couple of other useful system collection pages, each designed to support a specific goal within your planner.
📆 Calendar
Displays your xTiles tasks in a calendar view based on their due dates. It also shows events from Google or Outlook Calendars once integrated via Account Settings → Integrations. On the Free plan, you can view events and open them to see details. Plus users can edit, reschedule, delete, and add members or video conferencing links- making it especially useful if your goal is to manage all your events from one place (see Everything About Two-Way Google Calendar Integration).
☑️ Tasks Collection
Stores all your tasks from the entire workspace (all workspaces, projects, and pages) and displays them like a manageable database: you can create custom properties, filters, and views for your tasks, as well as sort them by any parameters.
📄 Projects Collection
Shows all your ongoing subprojects within My Planner in one collection view. Projects are special blocks you can create inside My Planner—they appear both on the Planner page and in the Projects Collection. The Planner automatically includes nested project pages.
📚 Library Collection
Stores your media (such as images, documents or links) on My Planner level, allowing you to manage them like a database for quick access and reuse.