My Planner: notes, tasks & reminders
Personal notes, tasks, checklists, due dates, reminders, pinned items and every planner filter.
For: Organization Admin, Teacher, Student
Reviewed 2026-10-25
You may not see every control shown. Your role, custom permissions, assigned records and plan apply. All screenshots use sample data in Light mode with Emerald.
On this page
Private entries and supported views
My Planner is personal to the signed-in user. Its notes and tasks are not a class discussion or a shared organization task board. The privacy label indicates that the current entries belong to you.
Search and supported Cards, List and Table views help organize the same personal collection. Available reorder controls change your display order. A personal note attachment can still consume organization storage under the applicable upload rules.
Steps
- Open My Planner and search for an existing entry.
- Choose the supported view you prefer.
- Open an entry to inspect its complete content, dates, checklist and files.
Create a task with checklist and reminder
New task opens the task editor. Enter a title, useful notes, a checklist, due date and reminder where appropriate. Due date marks when the work is expected; reminder time determines when the reminder workflow should prompt you. They are different fields.
Checklist items represent smaller actions inside the task. Completing the task is a separate state change. Review any upload before saving and remember that attaching sensitive records to a personal note does not make them appropriate to share elsewhere.
Steps
- Choose New task and fill its title and details.
- Add checklist items and the dates/reminder you need.
- Save, then verify the task's state and reminder information.
Create and manage a note
New note is for reference information rather than a task that must be completed. Keep a meaningful title so search can find it later. Pin an important entry when the pin control is available, and edit its contents when the reference changes.
Delete entry requires a deliberate confirmation. Do not delete a note merely to mark a task completed; task completion has its own control. Review attached files before removing an entry, especially if you still need them.
Steps
- Choose New note and enter the reference information.
- Save, then open the note to read the full content.
- Use its permitted edit, pin or delete action as needed.
All, To do, Overdue and Completed
All includes the current personal collection. To do focuses on unfinished tasks. Overdue focuses on unfinished tasks whose due date has passed. Completed shows tasks marked finished; notes are not unfinished tasks merely because they have no completion checkbox.
Use the task completion control to move work to the appropriate state. An overdue filter does not change the due date. Opening a planner notification can deep-link to the specific entry without exposing someone else's planner.
Steps
- Choose To do to focus on current tasks.
- Use Overdue to review missed dates and make an appropriate update.
- Mark finished work complete and verify it in Completed.
Review overdue tasks
An overdue task still needs a decision: complete it if the work is done, revise the due date when appropriate, or remove it deliberately if it is no longer relevant. The application does not complete it simply because a reminder was sent.
Open the task and review its checklist before changing its state. A checklist can explain what remains even when the title sounds complete.
Review completed tasks
Completed is the record of personal tasks marked finished. Use it to confirm that a task was completed rather than lost in search. If a task needs reopening and the control is offered, change its completion state rather than creating a duplicate.
Completing a task is a planner action only. It does not enter marks, send academic attendance, renew a subscription or close a support ticket.