---
title: Planner
slug: content-marketing-platform/docs/planner
docTags: 
createdAt: 2026-07-20T15:45:09.510Z
---

The **Planner** tab in the Resources module displays your team's assigned steps in a day-by-day calendar, organized by person. Use it to reassign steps, adjust due dates, and resolve capacity problems identified in the [Workload ](docId\:VyC4qgPdoAcWrr2nLAtdY)tab.

For an overview of the Resources module and its prerequisites, see [Resource management](docId\:J54nWLSgNuizvUhTjeBSd).

## View the calendar grid

The calendar grid displays each team member as a row, with their assigned steps as cards on the day they are due. The **People** column shows each person's name, job title, time zone, weekly capacity, and utilization percentage for the selected date range. Weekend columns display in a slightly darker shade and are not counted toward capacity. When a team member is over capacity, their entire row displays a red background. Administrators set the capacity limits in **Capacity Setting**. For instructions, see [Set the capacity limits](docId\:VyC4qgPdoAcWrr2nLAtdY).

Each step card displays the following:

- **Step name** – Truncated name of the step
- **Status badge** – Current step status (for example, **Not Started**, **In Progress**, or **Completed**)
- **Ticket ID** – Unique identifier for the parent task (for example, **TSK-847**)
- **Step label** – The step type or name within the workflow (for example, **Ideation** or **Design**)
- **Estimated hours per day** – Hours per day allocated to this step (for example, **2h/day**)

:::hint{type="info"}
**Note**

If you do not have access to a task, CMP hides the step and task names on the step card. The step still displays on the calendar with its hours, so you can plan workloads accurately.
:::

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/L_LnlvQEQCitgyTizEInU_view-the-calendar-grid.png)

### Reassign a step

1. Locate the step card in the calendar grid.
2. Drag the card to a different person's row.

The step's due date remains unchanged, and the estimated hours per day carry over to the new assignee.

:::hint{type="info"}
**Note**

Reassigning a step may put the new assignee over capacity. Check their utilization percentage in the **People** column after reassigning.
:::

### Change a step's due date

Locate the step card in the calendar grid and drag it to a different day column.

## Navigate the Planner

### Set a date range

1. Click the date range field at the top of the heatmap.
2. In the date picker, choose a preset range or set a custom range:
   - **Preset options** – Click **Today**, **This week**, **This month**, **This quarter**, **Next week**, **Next month**, or **Next quarter**.
   - **Custom** – Click **Custom**, then select a start date and end date from the calendar (for example, **Apr 1 – Apr 30, 2026**). The heatmap updates to display the selected range.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/j0nXWaJSKI7Zy5ZK43_5j_set-a-date-range-1.png" size="60" isUploading="false" width="449" height="406" darkWidth="449" darkHeight="406" showCaption="false"}

3. Click **Today** to return the heatmap to the current date.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/6mgJH83wapuVa6MpLDO_z_set-a-date-range-2.png" size="100" isUploading="false" width="800" height="49" darkWidth="800" darkHeight="49" showCaption="false" indent="1"}

## Filter, save, and reuse views 

See [Resource management ](docId\:J54nWLSgNuizvUhTjeBSd)for information on filtering, saving, and applying a saved view on your **Planner** tab.

## Work with step cards

Click a step card's name to open the task flyout on the right side of the calendar. The flyout displays the full task details, including all steps in the **Workflow**, **Comments**, and **Attachments** tabs.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/J0_IgW2gZM0onuTREDphz_work-with-step-cards.png)

### Work with the task flyout

Selecting a step card opens the task flyout. The flyout has three tabs: **Workflow**, **Comments**, and **Attachments**. You can complete the following actions in the task flyout:

- **Mark a task complete** – Click **Mark Complete** in the upper-right area of the flyout. The task status updates to **Completed**.
- **Share a task** – Click **Share** to generate a shareable link to the task or invite collaborators.
- **Watch a task** – Click **Manage Watchers** to watch the task and receive notifications when it is updated. The number next to the icon shows how many people are currently watching.
- **Change the task start or due date** – Click **Task Start Date** or **Due** and select a new date from the date picker.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/hsIWhCFK0AIP3SXMruKDH_work-with-the-task-flyout-1.png" size="60" isUploading="false" width="530" height="484" darkWidth="530" darkHeight="484" showCaption="false" indent="1"}

- **Use task-level options** – Click **More (···)** in the upper-right area of the flyout to access the following options:
  - **Save as Task Template** – Save the task structure as a reusable template.
  - **Edit** – Edit the task details.
  - **Copy** – Duplicate the task.
  - **Place On Hold** – Pause the task.
  - **Archive** – Archive the task.
  - **Delete** – Permanently delete the task.
  - **Change Start Date** – Update the task start date.
  - **Change Due Date** – Update the task due date.
  - **Copy GUID** – Copy the task's unique identifier to your clipboard.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/aoUaH1uICgbOVUihPDEhB_work-with-the-task-flyout-2.png" size="60" isUploading="false" width="525" height="559" darkWidth="525" darkHeight="559" showCaption="false" indent="1"}

### Manage the workflow

In the **Workflow** tab of the flyout, click **More (···)** to access the following options:

- **Save as workflow template** – Click to save the current workflow structure as a new reusable template.
- **Update workflow template** – Click to open the confirmation modal. Click **Yes, Update** to push changes back to the existing workflow template. Once updated, this action cannot be undone. 
- **Expand all steps** – Click to expand all steps in the workflow to show their details at once.
- **Remove workflow from this task** – Click to detach the workflow template from this task.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/YYvFsIK3H3WP2fgAu-t4Z_manage-the-workflow.png" size="60" isUploading="false" width="546" height="678" darkWidth="546" darkHeight="678" showCaption="false"}

### Work with individual steps

Expand a step in the **Workflow** tab and complete the following actions on each step:

- **Set time estimates** – 
  - Click **Set estimates** to open the **Set Estimate** modal.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/zkARGEK7dYXdGk0lm6q-l_work-with-individual-steps-1.png" size="60" isUploading="false" width="515" height="155" darkWidth="515" darkHeight="155" showCaption="false"}

:::Paragraph{listStyleType="disc" indent="2"}
Enter the **Estimated Total Hours** or the **Estimated Hours Per Day** and click **Save.**
:::

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/otH1KfcqdUxP41j4zI8uU_work-with-individual-steps-2.png" size="60" isUploading="false" width="430" height="409" darkWidth="430" darkHeight="409" showCaption="false" indent="1"}

- **Set due dates and time** – Set the step start date, due date, and the due time. Click **Save**. 

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/luAAqm7onI7IbrmFEM_wA_work-with-individual-steps-3.png" size="60" isUploading="false" width="501" height="215" darkWidth="501" darkHeight="215" showCaption="false"}

- **Add assignee** – Assign a user or a team member to the step and click **Save**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/a1jbwpFxmF3vJ1j___xk__work-with-individual-steps-4.png" size="60" isUploading="false" width="495" height="182" darkWidth="495" darkHeight="182" showCaption="false"}

- **Log time on a step** – 
  - Click **Log time** to open the **Log Time** modal. 

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/m3z1B0uji2gB5YsOn9Zlo_work-with-individual-steps-5.png" size="60" isUploading="false" width="523" height="186" darkWidth="523" darkHeight="186" showCaption="false"}

:::Paragraph{listStyleType="disc" indent="2"}
Enter **Hours** and **Minutes** and click **Save**. 
:::

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/z-d0uAEfhPp3jxQ4OuD03_work-with-individual-steps-6.png" size="60" isUploading="false" width="439" height="303" darkWidth="439" darkHeight="303" showCaption="false"}

- **Update step status** – Click the status drop-down tag list to choose a status (for example, **In Progress**) for the step.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/BIKjAY-aoUL1so1FTWlXB_work-with-individual-steps-7.png" size="60" isUploading="false" width="508" height="341" darkWidth="508" darkHeight="341" showCaption="false"}

If a step has a time estimate, you must log time to mark the step as **Complete**. **Complete** is disabled until you log time. **In Progress** and **Skip** stay available. If your step does not have a time estimate, you can choose between all three statuses, and logging time is optional. 

:::hint{type="info"}
**Note**

You cannot disable time logging after setting a time estimate. To remove the requirement, remove the step's time estimate, or skip the step. **Skip** always bypasses time logging. A skipped step displays a gray check mark and counts as complete. If it is the only step in the task, skipping it also completes the task.
:::

- **Mark a step complete** – Click the checkmark to the left of the step name to mark the step complete.
- **Comment on a step** – Click **Add comment** to add a comment.
- **Delete a step** – Click **Delete step** to delete it.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/H8DxELpDqLfAc8gozCiUz_work-with-individual-steps-8.png" size="60" isUploading="false" width="523" height="186" darkWidth="523" darkHeight="186" showCaption="false"}

- **Access step-level options** – Click **More (···)** to access the following options:
  - **Save to Library** – Toggle on to save this step to your content library.
  - **Approval Required** – Toggle on to require approval before the step can be marked complete.
  - **Step Fields** – View and edit custom fields on the step.
  - **Add sub-step** – Add a sub-step beneath this step.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/9SnVZf01LzxdvRMVNr9XA_work-with-individual-steps-9.png" size="60" isUploading="false" width="259" height="279" darkWidth="259" darkHeight="279" showCaption="false"}

### Add a step

Select **+ Add Step** at the bottom of the **Workflow** tab to add a new step to the task.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/HAIik7Ge9cuTfhtMgDO_h_add-a-step.png" size="60" isUploading="false" width="554" height="766" darkWidth="554" darkHeight="766" showCaption="false"}

## Manage unscoped steps

**Unscoped Steps** displays a count of steps that are missing one or more required fields, such as an assignee, a due date, or time estimates. Steps must have all three to display in the calendar.

### Review and resolve unscoped steps

1. Click **Unscoped Steps** to open the panel.
2. Review the steps listed. Each step shows which required fields are missing.
3. Select a step and fill in the missing fields directly in the step card.
4. When a step has an assignee, due date, and time estimates, it moves into the calendar automatically.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/n2CSJi1AxauoLVoiNCjfA_review-and-resolve-unscoped-steps.png" size="60" isUploading="false" width="429" height="706" darkWidth="429" darkHeight="706" showCaption="false"}