How to create a monthly planner on Miro

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The importance of organizing and structuring your schedule is vital for productivity. You can take control of your time and task management by keeping a physical journal, to-do list, or setting reminders on your mobile.

Some of these options work well for people who want to plan their daily activities. In comparison, online tools are better if you work with a global team or have complex requirements.

There are lots of software and apps on the market that help you get organized. Miro is one such tool that provides a visual planner template that you share with colleagues or friends.

What is the planner model in Miro?

pre-filled calendar on Miro

The monthly planner template on Miro offers a way to view your schedule for the entire month in one place. It allows you to have a clear picture of tasks, track your deadlines and plan essential milestones. Compared to other digital planners, Miro templates are easy to edit and share, and you can add links, text, and assign tasks to your teammates.

Miro is a collaborative space and comes with many built-in templates to help you manage projects or conduct brainstorming sessions. You can get the most out of the planner by using it on a board with other templates.

If you are freelance, you can add reminders to virtual events, add your academic and professional commitments. You can access Miro from mobile and laptop, allowing you to view and edit the planner seamlessly, even when you’re on the go. Let’s learn more about the monthly planner and how to use it.

RELATED: How To Use Miro: Everything You Need To Know

Adding the Planner to Miro Board

To add the monthly planner to your board:

  1. Log in to Miro and open the board you want to add the planner to.

  2. Click it model icon and enter the planner.

  3. To use a blank template, click Use model.

  4. To use a template with partially completed tasks, click Preview> Use the pre-filled.

schedule selection on Miro

To get the most out of the planner, add it to the Miro board dedicated to an urgent project. Hence, eliminating the need to constantly navigate from the board to an external planner or calendar.

What can you do with the planner?

Now that you’ve added the scheduler, let’s learn about its features and functions that you can perform there. By default, the planner displays four weeks and seven days from Sunday to Saturday.

  • You can add or remove columns and lanes (rows) by clicking ellipses.

    add-column on planner on Miro

  • Rename the swimlane or column to align it with the project.

    add a corridor to the planner on Miro

  • Create tasks by clicking on the more icon in the swimming lane. Each column and lane has a number next to it that indicates the number of tasks in that respective row or lane.

    new task on the planner

  • Download the company logo or photos from the left panel of the Miro board. These help the brand image and the distinction of the different projects.

  • Identify people to draw their attention to a task or add dates for critical events.

    add an assignee to the planner on Miro

  • Add sticky notes or blocks of text from the left panel of the Miro board to convey additional information.

As a best practice, enter detailed information about a task and distinguish its priority by assigning specific colors.

Add content to the planner

Now that you understand the functionality of the planner, let’s add some content to it.

  1. Click on the text box to enter today’s tasks. You can change the shape of the text box by clicking on it and selecting the sample type.

    add tasks on Miro

  2. To schedule a meeting, click the add assignee link and select the person’s email address. The person will receive a notification.

    add an assignee to the planner on Miro

  3. Assign a date to a task by selecting the calendar icon.

    add a date to the calendar

  4. To add a link to a video to a task, click the button connect icon.

    add a link to a calendar on Miro

This planner is best viewed by zooming in, which takes up a lot of space on the Miro board and hides other models. So, be careful when you share this planner in a meeting with different models.

Share the planner with others

By default, the planner on Miro is accessible and shared with anyone who has access to the corresponding Miro board.

share planner on Miro

But if you want to get someone’s attention to the planner or share it, you can do so by selecting it, clicking ellipse > copy connect. You can then share the link via Messenger or email.

To avoid changing or moving the schedule by mistake, you can select the schedule and click the lock icon. This feature is useful when many people are working on different models on the same Miro board.

Performing other tasks on the scheduler

In addition to writing, editing and sharing, the monthly planner template comes with a lot of features that make it attractive. Select the planner and click the ellipsis button to display the additional functions.

additional functions on the planner on Miro

  • If you like to work with a specific schedule design, you can save it by selecting the to safeguard as a model option.

  • Change the name to something meaningful like Planner for October 2020 by selecting the Rename option.

  • If you want to work with this planner in CSV format, you can convert it to Excel.

If you want to view the planner offline or put it on your desktop, you can print a copy. However, keep in mind that calendars on Miro are created for collaboration and the physical copy may soon become redundant unless the plan is final.

RELATED: Free Printable Productivity Planner Templates

Organize your activities to improve productivity

Whether you’re working on a month-long project or collaborating with a team on multiple projects, planning is critical to success.

The Monthly Planner is one of the many models on Miro. So if you don’t plan to use Miro for any other purpose, it is best to explore free alternatives like Google Calendar or iCalendar.

If you prefer to focus and organize your daily schedule, there are many tools available on the web to help you get started. Now that you know a little more about the benefits and challenges of Miro’s planer model, use it to plan your next big project.


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