Creating Items¶

Learn how to create and manage items in Planner.

Item Modal¶

The Item Modal is your primary interface for creating and editing items.

Opening the Modal¶

• Command Palette - Planner: Create new item
• Ribbon Icon - Click then use "+ Add" in any view
• Kanban - Click the "+" button in a column
• Calendar - Click on a date

Fields¶

Basic Information¶

Dates¶

Categorization¶

Relationships¶

Natural Language Input¶

The title field supports natural language date parsing:

Meeting tomorrow at 3pm
Project deadline next Friday
Call with John on March 15
Weekly review every Monday

The parser extracts:

• Dates - Converts to specific dates
• Times - Sets start time
• Recurrence - Creates repeat patterns

File Storage¶

Items are stored as markdown files:

---
title: My Task
status: To Do
priority: Medium
date_start_scheduled: 2025-01-15T09:00:00
calendar:
  - Work
---

Task details go here...

Default Location¶

New items are created in the folder configured in settings:

1. If a calendar folder is set, use that
2. Otherwise, use the global items folder
3. Default: Planner/

Editing Items¶

From Any View¶

Click an item to open the Item Modal with all fields editable.

From the File¶

Edit the markdown file directly - Planner reads frontmatter properties.

Quick Updates¶

In Kanban, drag a card to change its status without opening the modal.

Deleting Items¶

1. Open the item in the Item Modal
2. Click the Delete button
3. Confirm the deletion