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Overview

The Planner module provides a powerful timeline-based view for managing and scheduling all your MSP activities. Visualize goals, compliance tasks, device management, projects, and opportunities in an intuitive calendar interface with AI-powered assistance.

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Key Features

Timeline Views

Month, quarter, and year timeline views for strategic planning

AI Assistant

Ask AI for insights and recommendations about your planning data

Multi-Type Items

Manage goals, compliance, devices, projects, and opportunities

Advanced Filtering

Filter by type, company, assignee, priority, and custom criteria

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Planner Item Types

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Goals

Strategic objectives and milestones for your organization and clients:
  • Company-specific goals
  • Performance targets
  • Business objectives
  • Growth initiatives

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Compliance Items

Track compliance deadlines and requirements:
  • Compliance run schedules
  • Regulatory deadlines
  • Audit preparations
  • Framework requirements

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Device Management

Plan device lifecycle and maintenance:
  • Device refresh schedules
  • Warranty expirations
  • Maintenance windows
  • Upgrade planning

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Projects

Manage internal and client projects:
  • Implementation projects
  • Migration initiatives
  • Infrastructure upgrades
  • Service improvements

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Opportunities

Track sales and business development:
  • PSA integration opportunities
  • ConnectWise opportunities
  • Halo opportunities
  • Pipeline management

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Timeline Views

Detailed monthly planning with day-by-day visibility
  • 30-day overview
  • Daily item placement
  • Drag-and-drop scheduling

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AI-Powered Planning

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Ask AI Feature

Get intelligent insights about your planning data:
1

Query Your Data

Ask questions about upcoming items, workload, and schedules
2

Scope Selection

Choose to analyze current company or all companies
3

Time Frame

Select specific time periods for analysis
4

Get Insights

Receive AI-generated summaries and recommendations

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Example AI Queries

  • “What are the high-priority items next month?”
  • “Show compliance deadlines for Q2”
  • “Which projects are at risk?”
  • “Summarize upcoming device refreshes”

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Creating & Managing Items

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Quick Add

Create new planner items directly from the interface:
  1. Click the + New Item button
  2. Select item type (Goal, Compliance, Device, Project, Opportunity)
  3. Fill in details (title, dates, assignee, priority)
  4. Save to add to timeline

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Item Properties

  • Title & Description: Clear identification and details
  • Date Range: Start and end dates for timeline placement
  • Assignment: Responsible person or team
  • Priority: Critical, High, Medium, Low
  • Company: Associated client company
  • Status: Track progress and completion

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Drag & Drop

Easily reschedule items by dragging them on the timeline:
  • Click and hold any item
  • Drag to new date
  • Release to update schedule
  • Changes save automatically

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Filter Options

Type Filter

Show/hide specific item types

Company Filter

Filter by client company

Assignee Filter

View items by responsible person

Priority Filter

Focus on high-priority items

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Search Functionality

  • Quick search by title or description
  • Advanced search with multiple criteria
  • Save frequent filter combinations
  • Export filtered views

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View Controls

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Zoom Controls

Adjust the timeline scale:
  • Zoom In: More detail, shorter time span
  • Zoom Out: Less detail, longer time span
  • Fit to Screen: Auto-adjust to optimal view

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Year Navigation

  • Quick year selector
  • Jump to specific year
  • Navigate between years with arrows

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Display Options

  • Toggle item labels
  • Show/hide weekends
  • Color coding options
  • Density settings

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Templates

Create and manage planner templates:
  • Save common item configurations
  • Create recurring items
  • Template library management
  • Quick template application

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Integration Points

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Compliance Module

  • Auto-sync compliance run schedules
  • Link compliance checks to planner
  • Track compliance deadlines

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PSA Integration

  • Sync projects from ConnectWise/Halo
  • Import opportunities
  • Bi-directional updates

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Goal Management

  • Link survey responses to goals
  • Track goal progress
  • Milestone visualization

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Best Practices

Review your planner weekly to stay on top of upcoming items
Create saved filter sets for different planning perspectives
Use Ask AI regularly for workload analysis and insights
Establish a consistent color scheme for item types and priorities

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Keyboard Shortcuts

Speed up your planning with these shortcuts:
  • N - Create new item
  • F - Open filter panel
  • A - Open Ask AI
  • +/- - Zoom in/out
  • Arrow Keys - Navigate timeline