Overview
Custom Planner Events allow non-order items (team meetings, training sessions, maintenance windows, holidays, etc.) to be added directly to the Planner without needing to link them to a sales order. This keeps the team's full schedule visible in one place, alongside the scheduled jobs.
👥 Access permissions
Only Administrators and Power Users can configure Planner Settings. Review user roles before granting access.
📍 Location in the app
Productivity>Planner
Event fields
The following fields are available when creating or editing a Custom Planner Event:
Event name: Title of the event. Required.
Description: Brief context of the event. Required.
All day toggle: When enabled, the time picker is hidden and the event runs the entire day.
Time: Date and time picker for the event.
Repeat: Create a recurring entry at chosen intervals (daily, weekly, monthly, or yearly).
Reminder: Set notifications for assignees in minutes, hours, days, or weeks before the event.
Labels: Assign labels to the event.
Assignees: Assign team members. Required.
Colour: The selected colour is used as the event's background on the Planner.
Create a Custom Planner Event
Double-click a blank space on the Planner.
Enter the Event name and Description (both required).
Toggle All day on if the event runs the entire day.
Set the start and end time and date (if All day is off).
All day enabled:
All day disabled:
Select Repeat options if the event should recur.
Click
Add notificationto set reminders for assignees.
Click
Add labelsto assign labels.Assign the event to one or more team members (required).
Set a colour to quickly identify the event.
Click
Save.
Edit a Custom Planner Event
Left-click the event to open the edit window.
Modify the details as required.
Click
Save.