PlanSmarter
Nobody knows who does what
- Week View: one shared board for the whole team
- Drag-and-drop assignment with instant workload warnings
- Colour-coded statuses, tags and priorities
- Quick-add tasks straight into a person's day
Planning for teams & organisations
Everyone knows what to do this week
PlanSmarter turns scattered to-do lists into one shared, visual plan. Drag tasks onto the right person and day, track progress on live dashboards, and let every employee update their own tasks from their phone.
- No credit card needed
- Up and running in a day
- Works on desktop and mobile
Why teams switch
Six everyday pains — solved
Every tile is a problem we hear every week, and the PlanSmarter modules that make it disappear.
Endless status meetings
- Dashboard & KPIs updating live as work changes
- Drill-down from any card to the exact tasks behind it
- Team, priority and company views in one place
- Share a link instead of booking another meeting
Documents nobody can find
- Document portal with AI semantic search
- Automatic DIR, version, issuer and date extraction
- Related documents linked by DIR — or by hand
- QR codes and share links for every revision
Procedures drift, onboarding stalls
- Workflows: guided step-by-step procedures
- Branded front page, hero images and resume-where-you-left-off
- Attach documents, slides and whiteboards to any step
- Assignments, reminders and completion tracking
Projects slip unnoticed
- Projects with milestones, Gantt timeline and progress snapshots
- Push project work straight into the weekly plan
- Automatic reminders before a milestone is missed
- Activity log and analytics per project
Field teams out of the loop
- Mobile app for phones — today, week and my tasks
- One-tap status updates and swipe actions
- Push notifications, calls and contacts built in
- Works from the browser: nothing to install
- 70%
- less time spent in status meetings
- 1 board
- for the whole team's week
- 3 views
- daily, weekly and monthly
- 100%
- of tasks visible to the right people
Why PlanSmarter
Built for the people doing the work
Managers get an overview they can steer by. Employees get a simple list they can actually keep current.
Visual week board
Drag and drop tasks across days and employees. Reassign in one move.
Fair workload
See instantly who is overloaded and who has room before you assign.
Live dashboards
Completion, overdue work and coverage update as the team works.
Mobile for employees
Complete, postpone and add tasks from a phone in seconds.
Everything in one place
One planning system instead of five tools
Daily, weekly, monthly
Switch between horizons without rebuilding your plan.
Task templates
Recurring work is planned once and appears automatically.
Day tags
Mark holidays, campaigns, shifts and special days with colour and icons.
Roles & permissions
Admin, manager and user roles control every module and menu.
Files on tasks
Attach documents, photos and links so context lives with the work.
Postpone requests
Employees ask, managers approve. Nothing slips silently.
Week view
Plan the week in a single screen
Rows are your people, columns are the days. Drag a task to move it, click a cell to add one, and filter by status to see only what matters right now.
- Drag-and-drop reassignment
- Quick-add directly in a cell
- Filter by open, completed or postponed
- Bulk tag multiple days at once
Dashboards
Numbers your managers can act on
Three dashboard pages cover task KPIs, priorities and targets, and team and company news — all updating live as tasks are completed or reassigned.
- Completion, overdue and coverage KPIs
- Animated deltas so change is visible
- Drill through from any widget into the plan
- Stress, workload and satisfaction gauges
Product tour
See PlanSmarter in action
Screenshots from the planner, dashboards and the mobile app.
From the field
What teams say
“We replaced a whiteboard, two spreadsheets and a group chat with one board. Monday mornings are calm now.”
“The workload view stopped us overloading the same three people every week.”
“I check my phone, tick off what I finished and request a postpone if needed. That is it.”
Questions we get a lot
Ready to plan smarter?
Create your organisation, invite your team and build your first week board in minutes.
Product updates, once a month
Short notes on new modules and planning tips. No spam.
Why teams switch
Six everyday pains — solved
Every tile is a problem we hear every week, and the PlanSmarter modules that make it disappear.
Nobody knows who does what
- Week View: one shared board for the whole team
- Drag-and-drop assignment with instant workload warnings
- Colour-coded statuses, tags and priorities
- Quick-add tasks straight into a person's day
Endless status meetings
- Dashboard & KPIs updating live as work changes
- Drill-down from any card to the exact tasks behind it
- Team, priority and company views in one place
- Share a link instead of booking another meeting
Documents nobody can find
- Document portal with AI semantic search
- Automatic DIR, version, issuer and date extraction
- Related documents linked by DIR — or by hand
- QR codes and share links for every revision
Procedures drift, onboarding stalls
- Workflows: guided step-by-step procedures
- Branded front page, hero images and resume-where-you-left-off
- Attach documents, slides and whiteboards to any step
- Assignments, reminders and completion tracking
Projects slip unnoticed
- Projects with milestones, Gantt timeline and progress snapshots
- Push project work straight into the weekly plan
- Automatic reminders before a milestone is missed
- Activity log and analytics per project
Field teams out of the loop
- Mobile app for phones — today, week and my tasks
- One-tap status updates and swipe actions
- Push notifications, calls and contacts built in
- Works from the browser: nothing to install