How to Add a Task to Planner in Planfix: 3 Steps
When you’re not sure where to put an urgent task, add a task to Planner in Planfix and give it a place in the right column. With many tasks on the go, even important ones can get lost in the shuffle, while the Planner in Planfix shows all your tasks on one screen. This 75-second video shows the three steps and three everyday situations where the feature helps you keep track of what matters.
What you’ll learn in this video
- Where to find Add to Planner: the three-dots menu next to the task name (0:13).
- How to pick the planner you need and place the task in the right column.
- What to do when a task appears suddenly and has to be prioritized (0:27).
- How Planner helps on a busy workday and before an important customer call.
How to add a task to Planner in Planfix, step by step
Step 1. Open the task and choose Add to Planner
Open the task you want to plan. Inside it, click the three dots next to the task name and select Add to Planner. Unlike Microsoft Planner, where you add a task by typing a new name in the box under To do, Add to Planner in Planfix works with a task that already exists, so you don’t have to recreate it. In Planfix, one task can also show up in several planner lists at once, so there’s no need to duplicate it.
Step 2. Select the planner you need
Next, choose the planner. The Planner section can hold any number of planners, each with any number of task lists, so pick the one where you actually organize your work. Your default planner is the one that opens when you click Planner in the main menu.
Step 3. Drag the task to the right column
Finally, drag the task to the appropriate column so it won’t get lost. In Planfix, dragging a task to another column does more than move a card: the task takes on the selection parameters of the new list. For example, moving it from In progress to Ready for review changes its status to Ready for review, and moving it from one employee’s column to another’s switches the assignee.
Example: handle unplanned tasks, like a sudden request from your manager
The video’s Priority Control chapter starts with a common case. Sometimes a task appears suddenly: your manager asks for a quick presentation. Don’t delay. Add the task to Planner and place it in the right planner column immediately, so it gets prioritized.
Which column is right depends on how your planner is set up, because the column decides what happens to the task. In a list grouped by status, for example, dropping the presentation into a group changes its status to that group’s status, so the task’s data matches where it sits in your plan. When you need an exact order within a column, Planfix also has task priorities and manual sorting.
When to use Add to Planner in Planfix: daily task planning scenarios
For daily task planning, Add to Planner helps whenever new work competes with your plan. Besides sudden requests, the video covers two more situations:
- Pick your top task for today: when many new tasks arrive during a normal workday, don’t take them all on at once. Choose the one that matters most today and add it to Planner.
- Schedule prep work in the planner calendar: if you have an important customer call scheduled and don’t want to forget to prepare, add the prep task to the planner calendar (see calendar views in the Planner). Moving a task within a task calendar changes its planned completion date.
Related: for tasks, notes and ideas you want to record now and plan later, use a simple list in the Planner. It has no conditions. When you’re ready, move the tasks to a standard list to assign them, and they take on that list’s attributes.
FAQ
What changes when I drag tasks between planner columns?
The task takes on the parameters of the new list, as described in Step 3. To add a value instead of replacing it, hold Ctrl while dragging. This currently works for the Assignee field and for Set of values custom fields.
Why doesn’t my task show up in the Planner?
In a standard list, a task shows up only while it meets the list’s selection parameters; simple lists have no conditions. Other reasons include grouping by a field the task doesn’t have, automation changing the task, and the 150-task display limit in Table view. See why a task may not show up in the Planner for the full list.
Can colleagues see the tasks in my simple list?
Not by default: tasks in simple lists are visible only to their creator. To share a task, add colleagues to one of its system roles: Assigner, Assignee, Auditor or Participant.
Keep priority tasks in focus
Add to Planner keeps priority tasks at hand and helps you stay focused on what matters. Try it the next time a task appears suddenly or new work starts piling up. New to Planfix? Start your free trial.
This video was featured in What’s New in Planfix: October 2025.
