Advanced

Planner

Drag tasks into your day and week to build a realistic, structured schedule — so you always know exactly what you are working on and when.

The Planner is currently in active development. The drag-and-drop interface is available and ready to use; full AI-powered scheduling is coming in the next release.

How the Planner works

The Planner is built around the concept of a daily plan — an ordered list of tasks you commit to completing on a specific day. Rather than working from an undifferentiated backlog, the Planner encourages you to make deliberate decisions about what you will focus on each day.

The left panel shows your task backlog — every unscheduled and unfinished task across all your projects. The right panel shows your day view, broken into time slots. You build your day by dragging tasks from the backlog into the day view, and then reordering them by priority within the day.

Each task in your day plan is associated with a DailyPlan record that stores the ordered list of task IDs for that date. This means your plan persists — if you close the Planner and come back later, your day plan is exactly as you left it.


Building your day plan

Follow these steps to create your plan for the day.

  • 1
    Navigate to the Planner

    Click Planner in the sidebar or navigate directly to /planner. The Planner opens to today's date by default. Use the date selector at the top to jump to another day or week.

  • 2
    Browse tasks in the left panel

    The backlog panel on the left lists all tasks that have not yet been scheduled for a day. Tasks are grouped by project and can be filtered by priority, due date, or project to help you decide what should go into today's plan.

  • 3
    Drag tasks into your day

    Grab any task from the backlog and drop it into the day column on the right. The task is immediately added to your daily plan for that date. You can drag multiple tasks in sequence to build up your full day.

  • 4
    Reorder by priority

    Once tasks are in your day, drag them up or down within the day column to set the order you will tackle them. The task at the top is your first focus item. WorkWiz saves the order automatically as you rearrange.


What carries over

If you end the day with tasks still in your plan that are not marked complete, those tasks automatically return to the backlog the following morning. They appear at the top of the backlog panel, visually distinguished from new tasks, so you can decide whether to reschedule them into today's plan or defer them further.

Completed tasks are removed from the backlog and archived in your task history. They do not carry over and do not clutter future day views.

Keep your daily plan realistic — it is better to plan five tasks and finish them all than to plan fifteen and carry over ten. The Planner is most effective when you treat your day plan as a genuine commitment rather than a wish list.

Coming soon

The following features are planned for upcoming Planner releases and are not yet available in the current version:

  • AI-powered week generation — ask the AI to build an entire week plan based on your tasks, deadlines, and available hours, with a single approval step before anything is scheduled.
  • Workload analysis — a visual indicator showing whether your planned day is under, appropriately, or over-loaded based on task effort estimates.
  • Calendar sync display — see your Google Calendar or Outlook events alongside your task plan so you can schedule around meetings without switching apps.
  • Time blocking — assign start times and durations to planned tasks and view your day as a proper time-blocked schedule rather than an ordered list.

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