Planner.
Each person's day hour by hour: meetings from the calendar, tasks fitted into the gaps, biggest clients first.
Live simulation · What your team sees
Every client, lead and number shown is illustrative.
Work
Planner
Tuesday, Oct 7
Northwind check-in
Landing page — option B
Northwind · 2h (AI estimate)
Lunch
Halcyon kickoff
Zoom
Retainer dashboard
Halcyon · 1.5h
Recall report
Atlas Dental · 1.5h
Retainers this week
Northwind Health
On pace8 of 10h
Halcyon Labs
Near cap11 of 12h
Lumen Coffee
Behind2 of 6h
3 tasks sized by AI and slotted around today's meetings
How it works.
Meetings first
Your calendar's calls go in as fixed blocks.
AI sizes the rest
Tasks without hours get an estimate, then slot into the gaps — biggest clients first.
Retainers stay on pace
Each client's weekly hours are tracked, with an alert before one runs over.
What you get
- Today, Week, Month, By client and Review
- AI sizes unestimated tasks and slots them
- Plans itself every workday, if you want
- Each retainer's weekly hours, with alerts
More in running the work.
All features →Tasks
Every task across every client: numbers you can click, charts that filter, time and cost on every row, and four ways to look at it.
Task page
Any ClickUp record in full — every field editable, linked records clickable, without opening ClickUp.
CRM
Every company at 70,000 feet: open and late work, hours against the cap, last and next meeting, emails waiting.