> For the complete documentation index, see [llms.txt](https://knowledge.maica.com.au/maica-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.maica.com.au/maica-knowledge-base/the-planner/planner-actions.md).

# Planner Actions

Learn about the Planner Actions within Maica

## What are the Planner Actions?

Planner actions refer to actions and tasks possible through the [Planner](/maica-knowledge-base/the-planner/planner-overview.md). There are several actions you can take within the Planner in **Maica**, including the following:

<figure><img src="https://2670482622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhehRshYIRk6XUlay9L3b%2Fuploads%2FLRXD2B9bOSUauzCY23Yi%2Fplanner%20actions.png?alt=media&amp;token=9d226126-fa07-4046-984c-8e66de3e472b" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="113">Number</th><th>Planner Actions</th><th>Description</th></tr></thead><tbody><tr><td>1</td><td><a href="/maica-knowledge-base/the-planner/planner-actions/order-by.md">Order By</a></td><td>Enables the ability to sort fields by specific criteria, such as date or name.</td></tr><tr><td>2</td><td><a href="/maica-knowledge-base/the-planner/planner-actions/group-by.md">Group By</a></td><td>Enables the ability to Group Appointments, Shifts, Participants or Resources based on selected attributes, such as location or Postal Code.</td></tr><tr><td>3</td><td><a href="/maica-knowledge-base/the-planner/planner-actions/select-date.md">Select Date</a></td><td>Allows you to choose a specific date for viewing information within the Planner.</td></tr><tr><td>4</td><td><a href="/maica-knowledge-base/the-planner/planner-actions/create-new-appointment.md">Create new Appointment or Shift</a></td><td>Allows you to schedule a new Appointment or Shift within the Planner.</td></tr><tr><td>5</td><td><a href="/maica-knowledge-base/the-planner/planner-actions/appointment-optimiser.md">Appointment Optimiser</a></td><td></td></tr><tr><td>6</td><td><a href="/maica-knowledge-base/the-planner/planner-actions/manage-unavailability.md">Manage Unavailability</a></td><td>Enables you to manage Resource Unavailability and create Unavailability records directly from the Planner.</td></tr><tr><td>7</td><td><a href="/maica-knowledge-base/the-planner/planner-actions/billable-participant-note.md">Billable Participant Note</a></td><td>Enables you to create <a href="/maica-knowledge-base/participants/billable-participant-notes.md">Billable Participant Notes</a> directly from the Planner.</td></tr></tbody></table>

{% hint style="info" %}
Additional actions appear when you are working in `Roster View`, including **New Roster**, **Manage Roster**, and **Approve** for the selected Roster. These are covered in the Rosters section rather than here, because they act on the selected Roster rather than on the Planner display.
{% endhint %}

{% hint style="info" %}
The Period, Views & Modes are not listed in the above table and are further explained [here](/maica-knowledge-base/the-planner/planner-views-and-modes.md).
{% endhint %}

To dive deeper into each Action, please visit the specific pages for detailed information on every Action.