The Planner module
PlanSmarter Planner puts every person, task and deadline on one living board. Drag, drop, log time and bill — while AI keeps your resources balanced.

Features
Every tile is a feature our customers use every single day.
Switch between Today, Weekly, Daily and Monthly views with a click — the same tasks, the view you need.
Move tasks between people and days. Tiles or compact list rows — both stay draggable.
Assign one or many, filter by user and department, and see unassigned work instantly.
Break tasks into to-do's, reuse checklist templates and tick them off on any device.
Log hours on tiles, approve them as a manager and push them straight to invoice drafts.
Type a task name and jump to it. Advanced search filters by category and assignee.
Overdue tasks, reminders, status changes and comments — with deep links to the task.
Every change is recorded. Deleted tasks are archived and can be reopened by a manager.

Put the Planner on the meeting-room screen and run your Monday meeting straight from the board. Everyone sees the same truth.

The mobile app gives staff their tasks, to-do's and a Log time button — linked to the same tasks managers see on the web.

Overdue tasks, upcoming deadlines and hours logged — with deep links into the planner and the Task List Report.
AI in PlanSmarter
PlanSmarter's AI works with your real plan: people, capacity, hours and deadlines. It proposes; you decide.
Type "Service pump at site A Tuesday, Jonas, high" — the AI Task Writer creates the task, assignee, date and priority.
AI spots people who are overbooked and suggests who has room, so nobody burns out and nothing stalls.
Based on logged hours and deadlines, PlanSmarter flags tasks at risk before they become late.
Recurring work is learned and proposed as templates with the right checklists and categories.
Use cases
Plan technician visits, log hours on site from the phone and invoice the customer directly.
Coordinate samples, equipment and QA actions with full traceability for audits.
Weekly boards for departments, deadlines on dashboards and meeting plans that turn into tasks.
Shift-based planning with critical-task filters so the urgent work always comes first.
Customers
"We replaced three spreadsheets and a whiteboard. Monday meetings went from an hour to fifteen minutes."
"The AI suggestions caught two overbooked technicians before our busiest week. That alone paid for the licence."
"Hours logged on the task go straight to invoicing. We bill faster and nothing slips through."
Why PlanSmarter
Other tools plan tasks. PlanSmarter plans tasks, people, time and money — in one place.
| Capability | PlanSmarter | Typical planners |
|---|---|---|
| Visual week board with drag & drop | ||
| AI task writer & workload balancing | — | |
| Time registration → approval → invoice | — | |
| Audit trail + archive & reopen | — | |
| Full mobile app for every employee | partly | |
| CRM, calendar, e-mail & chat in one place | — |
Start planning smarter today. Free to try, up and running in minutes.