{"id":14320,"date":"2023-07-24T10:00:00","date_gmt":"2023-07-24T08:00:00","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=14320"},"modified":"2026-10-07T02:42:17","modified_gmt":"2026-10-07T00:42:17","slug":"planner-for-beginners","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/video\/planner-for-beginners\/","title":{"rendered":"Planfix Planner for Beginners: How Task Lists Work"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The Planfix Planner for beginners comes down to three ideas: lists that select tasks by conditions, tasks created inside those lists, and drag and drop that changes the task itself. New users often treat a planner as one more board to update by hand, and then drop it. <a href=\"https:\/\/planfix.com\/features\/planner\/\">Planners in Planfix<\/a> work the other way round: the columns, called lists in the interface, display data that already lives in your tasks, so there is nothing to keep in sync. This four-minute video walks through all three ideas.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Planfix for Beginners: Planners\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/4NfbOyPBMM8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">What you\u2019ll learn: how the Planfix Planner works<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Why the Planner shows task data from the whole system instead of a separate board you update twice.<\/li>\n\n\n\n<li>How to create a planner and add your first list to it.<\/li>\n\n\n\n<li>How selection parameters, such as status and assignee, decide which tasks a list shows.<\/li>\n\n\n\n<li>How a task created inside a list takes on that list\u2019s parameters.<\/li>\n\n\n\n<li>How dragging a task to another list changes its assignee or status everywhere in Planfix.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">How to set up a planner list in Planfix, step by step<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1. Create a planner<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Open the <strong>Planner<\/strong> tab. At the bottom of the panel with the list of planners, click the <strong>Add<\/strong> icon, select <strong>Planner<\/strong> and give it a name. A planner holds any number of lists, and the section holds any number of planners, so you can keep one planner for your own work and another for the team.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2. Set the list\u2019s selection parameters<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Add a list and name it after the work it holds, for example, Williams\u2019 tasks. In the list\u2019s <a href=\"https:\/\/planfix.com\/features\/selection-parameters\/\">selection parameters<\/a>, add the conditions that pick the tasks: a condition on status, so only active, not completed tasks appear, and a condition on <strong>Assignee<\/strong>, so the list shows one person\u2019s work. Save the list, and it keeps those conditions: from then on, every not completed task assigned to Williams appears there automatically. Create the next list the same way for the next person.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3. Create tasks inside the list<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You can <a href=\"https:\/\/planfix.com\/help\/Quickly_create_a_task_in_a_list\">create a task<\/a> right in a planner list, in a short form or a full one. Type a name in the list\u2019s creation field and press Enter, or click the <strong>plus<\/strong> icon to open the expanded form. The new task inherits the list\u2019s selection parameters, so a task typed into Peter\u2019s list is assigned to Peter and gets the status the list selects on, with nothing else to fill in. When a list has several standard conditions, for example, two statuses joined by OR, Planfix applies the last one.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4. Drag a task to change its parameters<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The key feature of the Planner is that <a href=\"https:\/\/planfix.com\/help\/Moving_tasks_between_lists\">moving a task between lists<\/a> changes the task: it acquires the parameters by which the destination list selects tasks. Drag a task from Williams\u2019 list to Peter\u2019s, and the assignee becomes Peter. Drag it from an <strong>In progress<\/strong> list to a <strong>Ready for review<\/strong> list, and the status changes. Because the task itself changes, every other section of Planfix shows the new data too. Hold <strong>Ctrl<\/strong> while dragging to add the value instead of replacing it, which works for the <strong>Assignee<\/strong> field and for <strong>Set of values<\/strong> custom fields. In a task calendar, moving a task to another column changes its planned completion date instead.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Example from the video: a list for each person<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The video builds two lists, Williams\u2019 tasks and Peter\u2019s tasks. Both select only tasks that are not completed, so finished work disappears from view; the first list adds the condition assignee is Williams, the second assignee is Peter. Nothing else is needed to split the team\u2019s current work into two columns on one screen.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Next, a task, \u201cDescribe the vacation schedule in detail,\u201d is typed straight into a list and picks up that list\u2019s assignee and active status at once. Finally, a task is dragged from one list to the other: the assignee changes, the task shows up in that person\u2019s incoming tasks, and the same change is visible in every other part of Planfix. Three short actions cover planning, delegating and reassigning.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Who it\u2019s for<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>New Planfix users:<\/strong> two lists and one drag are enough to see that the board and the task data are the same thing.<\/li>\n\n\n\n<li><strong>Team leads:<\/strong> a list per person shows who is loaded and who has room, and one drag hands a task over.<\/li>\n\n\n\n<li><strong>Teams moving from standalone boards:<\/strong> a list with conditions is the board, and <a href=\"https:\/\/planfix.com\/features\/kanban-scrum\/\">Kanban, Scrum and variations<\/a> are built from the same planner lists.<\/li>\n\n\n\n<li><strong>Anyone organizing personal work:<\/strong> students and professionals can start with one list of their own active tasks and add conditions later.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">FAQ<\/h2>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-what-is-a-planner-list-in-planfix\"><h3 class=\"aioseo-faq-block-question\"><strong>What is a planner list in Planfix?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">A list is one column of a planner. It shows the tasks that meet its selection parameters, and you can display them as a simple list, cards, a table, a schedule, a calendar or a whiteboard.<\/p>\n<\/div><\/div>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-can-the-same-task-appear-in-several-planner-lists\"><h3 class=\"aioseo-faq-block-question\"><strong>Can the same task appear in several planner lists?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">Yes. A task appears in every list whose conditions it meets, with no duplicates, so it can sit in your own list and on a team board at the same time.<\/p>\n<\/div><\/div>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-do-i-need-a-separate-kanban-board-in-planfix\"><h3 class=\"aioseo-faq-block-question\"><strong>Do I need a separate Kanban board in Planfix?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">No. Planner lists with conditions are the board: you build Kanban, Scrum and their variations from lists, and moving a card changes the task\u2019s data instead of only its position.<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Start with two lists<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Pick two people, or two stages of your own work, give each one a list with its own conditions, and move a task between them to see what changes. Once the lists are in place, the Planner is the single screen where you both plan and edit. When you are ready for the team view, see <a href=\"https:\/\/planfix.com\/blog\/video\/planner-in-planfix-organizing-your-workflow\/\">team workload management<\/a> in the Planfix planner. New to Planfix? <a href=\"https:\/\/planfix.com\/signup\/\">Sign up<\/a> to try it.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>4-minute video + steps: the Planfix Planner for beginners \u2014 build lists from selection parameters, create tasks inside them and drag a task to reassign it.<\/p>\n","protected":false},"author":146,"featured_media":0,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"","footnotes":""},"categories":[498],"tags":[164,426],"class_list":["post-14320","post","type-post","status-publish","format-standard","hentry","category-video","tag-planner","tag-task-management"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" 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