Synchronizing planner lists
Synchronization is a mode in which changing conditions in one list in the current planner results in changes to conditions in other lists. For example, let's say you change the day on a calendar list. When synchronizing, other calendar lists in the current planner will automatically switch to that day, too.
- Synchronizing mode can be enabled in the drop-down menu of the planner you're in:
If there is a list you don't need to synchronize, you can disable synchronization for that specific list:
How synchronization works
Only changes to the filters in the task list are synchronized. When you edit a list, these changes are automatically applied to other synchronized lists within the same planner.
The following changes to task filters are synchronized:
- adding a new condition
- changing the condition type
- modifying the condition operator
- changing the condition value
- removing a condition
The following changes to task cards and the task card menu are synchronized:
- adding fields and operations
- modifying fields and operations
- removing fields and operations
Important: The entire task card is not synchronized. You cannot set up the appearance of a task card in one list and transfer those settings to another list via synchronization.
Practical use case
- When managing team tasks
- Suppose you are a project manager and use the Planner with several lists: one for an overview of all tasks, another for tasks specific to a particular team, and a third — a calendar view for daily planning. You don't have to manually apply this change to each list if you update a filter condition (e.g., select a particular date). Thanks to synchronization, any filter changes you make in one list are automatically applied to the other lists. This means you can immediately see the tasks for the selected date in all relevant lists — saving you time compared to configuring each separately.
- If you are working on several projects simultaneously
- If you manage several projects and have created a task list for each one, you may only want to focus on one project. In this case, simply add a "Project" filter to a list. Thanks to synchronization, all other synchronized lists are automatically updated and show tasks from the same project.
- For personal planning
- If you keep multiple lists for personal tasks — one for work-related things, another for personal errands, and a third for meetings and events — synchronization saves you the need to apply the same filters to each list individually. If you add a date filter in your calendar view, the tasks for that date will automatically appear in all synchronized lists.
Important to note
- Synchronization only applies to filter conditions and task card settings.
- Sorting, grouping, filter logic, and color settings are not synchronized.
Synchronization allows you to save time and minimize errors when managing multiple task lists.