> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Planner settings

> Open Planner settings and learn when the preview Views editor is available.

> [!NOTE]
>
> Branch preview: **Settings > Planner** opens on **Settings**. Planner view customization is off by default and is not generally available. The default-page captures below use real MSPortal Demo data; the **Views** captures are fixture-backed previews with the migration not applied. Replace these with verified production captures after rollout.

## Open Planner settings

You need **Manage Planner**, and Planner must be turned on for your portal. Open **Settings > Operations > Planner** (`/settings/planner`). The page title is **Planner**, and **Settings** is the default tab.

For now, the Settings card says **More planner settings will appear here.** There are no controls to save on this tab. With view customization off, **Views**, **Add view** and the board's **Manage views** link are hidden. A link ending in `?tab=views` still opens Settings while customization is off.

![Planner settings with the Settings tab selected and the message More planner settings will appear here.](https://mintcdn.com/msportal/Kq7nbb6WKcuUA2sW/images/product/planner-settings-default-desktop-preview.png?fit=max\&auto=format\&n=Kq7nbb6WKcuUA2sW\&q=85\&s=d757216e235372327d8a2960cf37fae6)

Branch preview, real MSPortal Demo: Planner opens on Settings with view customization off.

![Phone view of Planner settings showing only the Settings tab and its placeholder card.](https://mintcdn.com/msportal/Kq7nbb6WKcuUA2sW/images/product/planner-settings-default-mobile-preview.png?fit=max\&auto=format\&n=Kq7nbb6WKcuUA2sW\&q=85\&s=c0d381a9466f9897affbf4c9fc873d17)

Branch preview, real MSPortal Demo: the default Planner settings page on a phone.

## Views preview prerequisites

The remaining instructions apply only when Planner view customization is enabled for your portal. The timeline otherwise keeps the original **Comfortable**, **Compact** and **Dense** options. Custom themes, sticky notes and client view assignments do not apply while customization is off; saved views and assignments are kept.

When available, open **Settings > Planner > Views**. **Board view > Manage views** also opens this tab directly (`/settings/planner?tab=views`); opening Planner from the settings menu still starts on Settings. On a phone, open the page's **Actions** menu to find **Add view** while on Views.

A view names a card style, a density, a board theme, the fields a card shows and the figures each column header shows. MSP views appear in the board's **Board view** menu for your team; client views are what your clients see.

* Built-in views are **Detailed**, **Compact**, **Dense**, **Sticky notes**, **Whiteboard**, **Collection** and **Client view**. You can rename them, change them, or add your own.
* Each change saves as soon as you confirm it; there is no separate page-level Save button.
* Collectible cards have their own separate availability setting, which is also off by default. Enabling Views alone does not enable collectible cards.

![Planner settings with Views selected, Add view in the header and seven built-in views listed.](https://mintcdn.com/msportal/Kq7nbb6WKcuUA2sW/images/product/planner-settings-views-desktop-preview.png?fit=max\&auto=format\&n=Kq7nbb6WKcuUA2sW\&q=85\&s=76417cbd0ec52c2e9eadd2122e79c580)

Branch preview, fixture-backed, migration not applied: Views lists the available views and defaults.

![Planner Views tab on a phone showing the view list and the Actions menu in the header.](https://mintcdn.com/msportal/Kq7nbb6WKcuUA2sW/images/product/planner-settings-views-mobile-preview.png?fit=max\&auto=format\&n=Kq7nbb6WKcuUA2sW\&q=85\&s=c66fbcc3ccd417ef8da45245b25ae477)

Branch preview, fixture-backed, migration not applied: Views on a phone; Add view is in Actions.

![Planner view editor showing the Board theme cards, the Note colour by select and the column header switches.](https://mintcdn.com/msportal/HeQVq1R9Wz0539Ms/images/product/settings-planner-view-board.png?fit=max\&auto=format\&n=HeQVq1R9Wz0539Ms\&q=85\&s=df4a0ed0300472c0ba04210413b04cf6)

Branch preview: the view editor's Board section with sample content. This does not verify live saves; the migration is not applied.

## Name the board columns

The **Settings** tab names the board's side columns in your own terms, such as **Backlog** for Unscheduled or **Delivered** for Completed.

**1. Open the Settings tab**

Go to **Settings > Planner**. The **Settings** tab opens first.

**2. Enter the names**

Under **Board columns**, type a name in **Unscheduled column**, **Completed column**, or both. Leave a field blank to keep the standard name, which appears as its placeholder.

**3. Save**

Click **Save**. The board's side bars, panels and the **Show Completed column** option use the new names for your team and your clients. **Use standard names** puts both back.

You need **Manage Planner** to change the names. PDF exports and planner analytics keep the standard names.

## Add or edit a view

**1. Open the editor**

On **Views**, click **Add view** (in **Actions** on a phone), or click a
view's name. The row menu also offers **Edit** and **Duplicate**.

**2. Name the view and choose its audience**

**MSP** views are offered to your team on the board. **Clients** views are
for client users. The last view of each audience cannot change audience.

**3. Pick a card style and density**

**Cards** is the classic card. **Sticky notes** draws tinted notes.
**Collectible cards** draws trading cards with a rarity from business value;
this style is available once collectible cards are turned on for your
portal.

**4. Pick a board theme**

Under **Board**, choose **Standard** (the portal's own surfaces),
**Whiteboard** (a dotted board with marker titles, notes held by magnets),
**Corkboard** (cork with pushpins) or **Blueprint** (a drafting grid with
white lines). The theme changes the board behind the cards, not the cards'
content.

**5. Choose a note colour (sticky notes)**

For the sticky-note style, **Note colour by** decides a note's tint: **Item
type** gives every type its own colour, **Business value** colours High
pink, Medium yellow and Low green, and **Status** colours by status.

**6. Choose what cards show**

Turn **Linked items**, **Status and value badges**, **Cost**, **Hours**,
**Assignee** and **Description** on or off. The preview on the right draws a
sample column and item in this view and updates as you change settings.

**7. Choose the column header figures**

Under **Show in column headers**, keep or hide **Item count**, **Hours** and
**Budget** for each timeline column. Turn off hours and budget on a client
view to keep pricing off the board your clients see.

**8. Assign clients (client views)**

Under **Clients**, choose the companies that see this view. Every other
client sees the client default.

**9. Save**

Click **Create view** or **Save**.

## Set the defaults

Use a row's menu to **Set as MSP default** (what your team sees until they pick another view) or **Set as client default** (what clients see unless their company is assigned a view). The defaults show as pills on the row.

## Delete a view

Choose **Delete** from a row's menu. A default view, or the last view for its audience, cannot be deleted. Clients assigned to a deleted view see the client default. A built-in view you delete stays deleted; built-in views MSPortal adds later appear in your list on their own.

## Troubleshooting

| Symptom | What to check |
| - | - |
| **Views** or **Add view** is missing | View customization is off by default. When enabled, select **Views**; on a phone, **Add view** is in **Actions**. |
| Settings shows only a message | **More planner settings will appear here.** is the current default content. The view editor has its own gated **Views** tab. |
| A client sees the wrong view | First check that view customization is enabled. Then open the client view and check its **Clients** list; a company can be assigned to only one view. Otherwise the client default applies. |
| **Collectible cards** is greyed out | Collectible cards are not turned on for your portal yet; a view saved with that style draws classic cards until they are. |
| The board does not show a new view | Reload the Planner. Your browser remembers the last view you picked, so open **Board view** and choose the new one. |
| A column header shows no figures | The view has every figure under **Show in column headers** turned off. Turn one on, or pick another view. |

> **[Read the Planner timeline](https://docs.msportal.ai/user-guides/planner/read-timeline.md)**
>
> How cards, columns and the Board view menu work.

> **[Planner](https://docs.msportal.ai/user-guides/planner/index.md)**
>
> Return to the Planner guide.


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