Events & Scheduling

Creating Events

There are two quick ways to create an event in Planim. Click any empty time slot on the calendar grid to open the event form at that time, or use the Create Event button in the calendar header to start from scratch.

Set a title and time

Give your event a clear title. Choose the start and end time, or toggle All day for events without a specific time slot.

Add participants

Use the participant picker to invite workspace members. Start typing a name and select from the suggestions.

Assign a team and tags

Optionally assign the event to a team for color-coding, and add tags for easy filtering later.

Add a meeting link

Attach a Google Meet or Microsoft Teams link so participants can join with one click.

Drag on the calendar grid to create an event with the time range already filled in — no need to set start and end manually.

Event Details

Every event in Planim has a rich set of fields you can customize:

Title — the event name shown on the calendar
Description — additional context, agenda, or notes in the detail view
Start and end time — precise time range, or toggle all-day mode
Meeting link — Google Meet or Microsoft Teams URL for video calls
Team — associates the event with a team and applies its color
Tags — color-coded labels for categorization and filtering
Participants — workspace members invited to the event

Video Conferencing Links

When creating an event, choose between Google Meet and Microsoft Teams to generate a meeting link. The link appears on the event card and in participant notifications, so everyone can join with a single click.

Participants and RSVP

Add participants to any event using the ParticipantPicker. It searches your workspace members and shows their availability status to help you avoid conflicts.

Each participant has an RSVP status:

Status	Meaning
Accepted	The participant confirmed attendance
Declined	The participant cannot attend
Tentative	The participant may attend but isn't sure
Pending	The participant hasn't responded yet

Participants receive notifications when they're invited, and they can respond directly from Planim, Slack, Discord, or Microsoft Teams.

RSVP responses sync across platforms. If someone accepts via Slack, their status updates everywhere in Planim instantly.

Recurring Events

Planim supports recurring events using RFC 5545 recurrence rules. When creating or editing an event, open the Recurrence picker to set a pattern:

Daily — repeats every day or every N days
Weekly — repeats on selected days of the week (e.g., Mon, Wed, Fri)
Monthly — repeats on a specific day of the month or a pattern like "second Tuesday"
Custom — set any combination of frequency, interval, and end condition

Editing Recurring Events

When you modify a recurring event, Planim asks how you want to apply the change:

Option	Effect
This event only	Changes only the selected instance
This and future	Applies changes from this instance onward
All events	Updates every instance in the series

The same options appear when deleting a recurring event. Individual instances can also have unique RSVP responses — accepting one occurrence doesn't accept them all.

Create your first recurring event.

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Event Tags

Tags help you categorize events by project, priority, or any label that makes sense for your team. Each tag has a name and color, making them visually distinct on the calendar.

Creating Tags

Workspace admins can create and manage tags in Workspace Settings > Tags. Give each tag a descriptive name and pick a color from the palette.

Using Tags on Events

When creating or editing an event, use the Tag picker to assign one or more tags. Tags appear as colored dots on event cards in the calendar.

In the sidebar filters, toggle tags on and off to show only the events that matter right now — for example, show only "Sprint" events during planning or "Client" events before a review.

Multi-Day Events

Events can span multiple days. Toggle All day and set a date range to create multi-day events like conferences, team offsites, or project deadlines.

In Day and Week views, multi-day events appear in the all-day section at the top of the calendar
In Month view, they display as horizontal bars spanning across their date range
Multi-day events with specific times show their start and end times on the respective days

All-Day Section

The all-day section sits above the time grid in Day and Week views. It gives multi-day events their own dedicated space so they don't crowd the hourly schedule.

Managing Events

Click any event on the calendar to view its details. From the detail view you can:

Edit the event title, time, participants, or any other field
Delete the event (with scope options for recurring events)
RSVP to accept, decline, or mark tentative
Copy the meeting link to share with someone outside the workspace

All changes are reflected in real time for every participant. If a team member moves an event, you'll see the update instantly on your calendar.

Open your calendar and create an event.

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Example: Setting Up Sprint Ceremonies

Here's how to configure a full set of recurring sprint meetings for a two-week sprint cycle:

Daily standup (15 min): Create a recurring event on weekdays (Mon–Fri) at 9:15am. Add all dev team members and tag it "Standup". Keep it short — 15 minutes is enough.

Sprint planning (2 hours): Set up a biweekly event on Monday mornings. Invite the dev team plus the product manager. Tag it "Sprint" for easy filtering.

Sprint review (1 hour): Every other Friday at 2pm. Invite dev team, design, and stakeholders. This one needs a video conference link — choose Google Meet or Teams.

Retrospective (45 min): Schedule right after the sprint review on the same Fridays. Keep it to the dev team only — retrospectives work best without external observers.

Use the "Sprint" tag on all four events so you can filter the calendar to show only sprint ceremonies at a glance.

Calendar Views

Master Day, Week, and Month views with drag-and-drop and keyboard shortcuts.