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Planners and Views

How to set up your Planner views with Momentum Learn more about each of the five planner views: what’s included, tips for how to use them to plan your daily/weekly/monthly/quarterly/yearly time horizons, and more.

How to use the Daily Planner view

Use the Daily Planner to keep tabs on all the tasks that will move your day forward. Here’s what the Daily Planner looks like on desktop. Scroll down for more detail on each of the sections. L...
How to use the Weekly Planner view

We consider the Weekly Planner our “Goldilocks view” — it gives you just enough of a horizon to plan against, and it’s just small enough to be manageable, allowing you to take action on your projec...
How to use the Monthly Planner view

The Monthly Planner helps you get your arms around the monthly level of perspective, where we really see creative momentum start to happen. Here’s what the Monthly Planner looks like on desktop. S...
How to use the Quarterly Planner view

The Quarterly Planner bridges the gap between the high-level vision of the Yearly Planner, and the rubber-meets-the-road other planning views (Daily, Weekly, and Monthly). Here’s a quick peek at w...
How to use the Yearly Planner view

The Yearly Planner is more for looking creatively and strategically at a full 12-month period, and creating a compelling vision for what your year will look and feel like. Here’s what the Yearly P...
How to Use the Momentum Planning Area

Our June 2023 release includes a new feature: the project planning area. In the planning area, you can take action items from the action item catcher and use those captured ideas and to-dos to crea...