Area: Planner
Path: /planner
Icon: Tasks icon in the sidebar
Overview
The Planner area displays tasks from connected providers (Microsoft Planner, Nextcloud Tasks, Open-Xchange). Provider badges indicate the source of each task.
Main Features
- Views: Grid, Board, Schedule, Charts
- Create task: "+ Add task" → Create Task
- Manage: Drag between buckets (or focus a card and Alt+Left/Right), Edit, Complete, Assign, Quick-Assign, "Add to My Day"
- Filters: All, My Tasks, In Progress, Completed
- Multiple providers: Connect Microsoft Planner, Nextcloud, OX in Settings
Plan Management (Microsoft / Sparks Planner)
- In the plans table, open the actions menu (
...) for each plan:- Rename
- Delete (with confirmation)
- If the currently active plan is deleted, the UI falls back to the general tasks view.
Data Backends (Providers)
The Planner supports multiple task backends in parallel. Tasks are merged; a badge indicates the source.
| Provider | Structure | Setup |
|---|---|---|
| Microsoft Planner | Plan → Bucket → Task | Settings → Provider Accounts → Tasks |
| Sparks Planner (Cloud) | Plan → Bucket → Task | Via Sparks Cloud tasks backend |
| Nextcloud Tasks | Lists, due dates | Nextcloud connection |
| Open-Xchange | OX Tasks | OX server |
Details: Data Backends
Planner in chats & meetings
- Plan as a tab on a chat/channel (fixed plan, Teams-like)
- Save as task from a message (optional task card in chat)
- Meeting agenda prep (AI Agent) and tracking in the meeting drawer
Details: Planner in chats & meetings