Planning

Templates and routines

Save a day's time blocks as a template, put it on any day in one click, and let routines fill your regular days for you.

Create a template

A template is a day of time blocks with no date. Build it once, then use it on any day.

  1. Click the template icon at the foot of the sidebar, labelled Create template.
  2. Type a name, such as Writing day, and press Return. The template opens, listed under Templates in the sidebar.
  3. Click + beside the template's name to add a block.
  4. Give the block a name, a start and end time and a colour.
  5. Add a block for each part of the day.

A block can hold notes, a checklist and files. They come with it every time you use the template.

Put a template on a day

  1. Open the template.
  2. Go to the day you want with the arrows above the day view beside it.
  3. Click Apply beside the date. Every block lands at its saved time.

Apply shows only when the calendar beside the template shows one day. At Plan, drag the template from the sidebar onto a day instead. The first block lands where you drop it, and the others keep their gaps.

Placed blocks are ordinary tasks in your Inbox. Change them and the template stays as it was.

Make it a routine

A routine is a template with a repeat. It fills each matching day for you, once, the first time that day is on screen.

  1. Open the template.
  2. Click the repeat icon in its header, labelled Create routine.
  3. Choose how often it repeats, for example every 1 Week, and pick the days.
  4. Choose when it Ends: never, on a date, or after a number of times.
  5. Click Save.

Change or stop a routine

To change a routine, edit its template. Days it has already filled keep the old blocks, including days ahead that have been on screen.

  1. To stop a routine, open its template and click the repeat icon, now labelled Remove routine.
  2. Choose Remove repeat from the ⋯ menu.

It stops straight away. The template and the blocks it placed stay.

FAQ

What happens if I delete a block a routine added?

It stays deleted. A routine fills each day only once.

Can I place just one block from a template?

Yes. At Plan, click the template in the sidebar to show its blocks under it, then drag one onto a day.

Can one day have more than one template?

Yes. Each block goes at its saved time, so check for overlaps.

Do templates sync between my Macs?

Yes. With iCloud sync on, your templates and their blocks sync between your Macs.

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Updated 9 November 2026