Generate and approve a plan
Preview placements for unscheduled tasks around fixed commitments, then apply only what you choose.
Where to find it
More tools → Plan Assist
Before you start
- Create at least one eligible unscheduled task with a useful time estimate. Review Day capacity and your fixed calendar commitments.
How to use it
- Choose the start date, planning range, maximum tasks, and minimum open block.
- Choose which tasks to include and whether to use time outside preferred work blocks.
- Select Generate proposal. Review each proposed block and any unplaced-task explanations.
- Use Edit block or Include/Skip to adjust the preview. Resolve conflicts before applying.
- Select Apply selected only when ready. Discard leaves task schedules unchanged.
Limits and important details
- Free includes five Plan Assist approvals per month. Previewing, editing, or discarding does not use an approval. Morning Planning uses the same allowance.
- Only selected valid blocks are applied. Fixed meetings are not moved and due dates are not extended automatically.
- A preferred frame is not a calendar event; a proposal is not a saved schedule until approved.