Overview

Planner’s calendar supports multiple view modes to help you plan and manage work at different time horizons:

• Month view is great for a broader, high-level schedule.

• Week view is ideal for detailed, execution-focused planning.

Previously, the calendar reverted back to a default view after you navigated away, refreshed, or signed out. With this Beta enhancement, Planner remembers your last-selected view and automatically loads it the next time you open the Planner calendar.

What’s new

Persistent view preference (Month or Week)

• When you switch the Planner calendar to Month or Week, Planner saves that choice as your personal preference.

• The next time you return to the Planner calendar, it opens in the same view you used last.

Persists across common reset points

Your preference is retained across:

• Navigating to other pages and returning to Planner.

• Browser refresh or reload.

• Signing out and signing back in (for the same account).

You stay in control

• You can change views at any time.

• Whichever view you choose last becomes your saved preference immediately. No Save button required.

How it works

1. Open Planner and go to the Calendar.

2. In the calendar header, select Month or Week.

3. Continue working as usual: navigate away and come back, refresh the page, or sign out and sign back in.

4. When you return to Planner calendar, it loads your last-selected view automatically.

Who gets it

• Availability: this is a Beta feature for the Planner calendar.

• Scope: your saved view preference is per user. It’s your personal setting, not a shared team setting.

Important behaviors and nuances

Read this section if you use multiple devices or browsers.

• Default behavior (first time): If you have never changed the calendar view before, Planner opens in Month view by default.

• Per-account preference: The preference is tied to your user account. Two different users can choose different default views (Month or Week), and Planner remembers each user’s selection independently.

Browser and device considerations

• In most cases, if you sign into the same environment with the same account on another device, your last-selected view applies.

• If it does not, select your preferred view once on that device or browser. Planner continues persisting it going forward.

Privacy tools and storage blockers can affect persistence

Planner needs to store a small preference to remember your view. If persistence does not work reliably, common causes include:

• Browser extensions that block storage, cookies, or site data.

• Strict privacy settings that clear site data on exit.

• Incognito or private browsing modes (depending on your browser settings).

• Enterprise security tooling that restricts local storage or cookies.

If any of these are in place, the calendar may behave as if it forgets your choice.

How to switch views (Month or Week)

1. Go to Planner, then Calendar.

2. Use the calendar header controls to choose Month or Week.

3. Your selection becomes your saved preference immediately.

Troubleshooting

It always reverts to Month (or Week)

Try the following quick checks:

1. Open Planner calendar and switch to your preferred view (Week or Month).

2. Refresh the page.

3. Navigate away (for example, to another page) and return to Planner.

If it still doesn’t persist:

• Try a private or incognito window (to rule out extensions).

• Temporarily disable extensions that block cookies or site data.

• Confirm cookies and site data are allowed for your site.

• Confirm you’re signed in with the same account and using the same environment URL.

It changed after connecting external calendars

In some cases, adding or reconnecting external calendars (Google, Microsoft, or Outlook) may cause the calendar to reload, and you may notice the view change.

What to do:

• Re-select your preferred view (Month or Week).

• Planner persists the new selection going forward.

Recent updates filter

What’s new

• Persistent filters: Any filters you apply in Recent updates remain in effect across page refreshes and when you navigate away and return.

• Granular control: Filter by update type, associated campaign, date range, and updated by to focus on what matters.

• No save button: Your most recent filter state is remembered automatically.

Where you’ll see it

• Comms AI → Planner workspace, on the Recent updates section/widget.

• Home dashboard (when the Planner Recent updates widget is present).

How to use Recent updates filters

1. Open the Recent updates section in Planner or on your Home dashboard.

2. Select the Filters control to open filtering options.

   1. Type (e.g., assigned to me, campaign created, activity closed, activity created)

   2. Associated campaign (pick one or more campaigns)

   3. Date range (e.g., today, this week, this month, custom)

   4. Updated by (select people)

3. Close the filter panel. The list refreshes instantly with your selections.

4. Your filters will persist until you clear them.

Nuances and expected behaviors

• Per-user preference: Filters persist for you without affecting other users.

• Session durability: Your filter state remains after reloads and when you navigate away and come back.

• Cross-login behavior: If you sign out and sign back in to the same environment with the same account, your last filter state is retained.

• Environment specificity: Preferences are saved per environment. If you use QA and Production, set filters once in each.

• Widget context: The persistence applies to the Recent updates component. Other pages or widgets have their own, independent filter states.

• Instant overwrite: Your latest change becomes the saved state—no manual save required.

Why it helps

• Signal over noise: Keep your updates list focused on the activity types and campaigns you care about.

• Reduced repetition: No need to re-apply the same filters every time.

• Faster triage: Lock in a working view for daily reviews or standups.

Troubleshooting

If filters don’t seem to persist

• Verify you’re signed in with the same account and are in the same environment URL (e.g., Production vs QA).

• Check browser settings or extensions that block cookies/local storage or clear data on exit. Try a private/incognito window to isolate extensions.

• After connecting or reconnecting external calendars or when the dashboard layout changes, the widget may reload. Re-apply filters once; they should persist going forward.

Filters appear applied but results look off

• Confirm the Date range is correct (for example “This week” vs “Last 7 days” vs a custom range).

• Ensure multiple filters are not over-constraining the list (e.g., a person filter + a narrow date).

• Clear all filters, then re-apply one-by-one to identify the constraint that hides expected items.

FAQ

Q: Does the preference sync across devices?

Ans: It’s saved per user within the environment. If you sign in on another device using the same account and environment, it applies. If it doesn’t, select your preferred view once on that device and it persists from then on.

Q: What is the initial default view?

Ans: Month is the default before you make any selection.

Q: Can an administrator set a global default for everyone?

Ans: Not currently. This is a per-user preference, and admins can’t override a user’s persisted choice.

Q: Do my filters affect other users?

Ans: No. Filter persistence is per user. Your selections don’t change what others see.

Q: Will my filters carry across devices?

If you use the same account in the same environment, your last-used filters should apply. If they don’t, select them once on the new device; they will persist thereafter.

Q: How do I reset to see everything again?

Open Filters and select Clear all (or remove individual selections). The Recent updates list returns to the unfiltered state.

Q: Are there admin controls to set defaults?

Ans: Not at this time. Filters are end-user preferences saved per user.