Annual Project Planner & Calendar

This FREE ClickUp or Notion list template has a public calendar view for clients, so you can share your project availability without sharing private information, and plan your year all in one place!

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    Annual Project
    Planner list

    In both templates, a standard list-view (like a spreadsheet) you can plan out all the projects you want to book for the year & how much each one is worth, and your days/time off, and auto-calculate how much that total will be for the year if you fill all those spots!

    Public & Private Calendars

    The Public calendar (in both templates) is a filtered view that only shows what you want it to show (this & next quarter's spots only, for example), while the private view shows you everything so you can plan without affecting the public's calendar.

    Automations &
    Custom Fields

    In the ClickUp version (only) automations can update the statuses on Due Dates so you won't have to.

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    In both templates, Custom fields allow you to set the status of each planned project in the funnel process AND a different (generic) status for the public so you can control what they see.