Plans, people and knowledge come together in one project.
Set owners and deadlines and track hours and costs. Keep files and meetings in the project and schedule follow-up routines.
Demonstration scenario · Opening
Organizes project files and the team.
In this example, a retail chain opens a new location over eight weeks. You gather the proposal, contract, plans and schedule in the project and assign the team.
Thousands of files per project, in folders, with ZIPs extracted and search across the archive.
Meetings
Records meetings and creates tasks.
With recording enabled, Plannk joins the meeting from your connected calendar, records, transcribes and summarizes it. You review actions, owners and deadlines and confirm task creation in the project.
Google or Outlook calendar with Meet, Teams or Zoom, and in-person meetings recorded in the browser.
- Recording
With recording enabled, Plannk joins the calendar meeting, records and transcribes it.
- Summary and actions
Plannk summarizes the meeting and suggests actions, owners and deadlines.
- Tasks in the plan
Ana reviews, selects the actions and confirms task creation in the chosen milestone.
Studies
Keeps studies and research in the project.
In week three, the team brings together the Resolver study, research on municipal requirements, permit check and cost model.
Decisions
Records decisions, reasons and alternatives.
In week four, the client approves two construction stages. Ana records the rationale and the discarded alternative.
Plan
Tracks project deadlines, hours and costs.
In week five, Ana compares hours and costs with the plan and identifies the delayed purchase and its owner.
List and Kanban, and in advanced mode also Gantt, Calendar and Timeline.
Routines
Checks the permit and emails updates.
Ana schedules a construction permit check on the city portal. Every Monday at 9 a.m., Plannk emails the result to her and the client. Ana can pause, skip or reschedule the check.
Portal and permissions
Controls access for the team and the client.
In week eight, the client reviews the deliverables released for acceptance. Team permissions govern administration, editing and viewing.
Frequently asked questions
Does a meeting action become a task without my approval?
No. The summary proposes actions with an owner and due date. You review the suggestions, select the actions and confirm task creation in a project you can edit.
Does the Superagent use what is in the project?
Yes, when you select the project in the references. The Superagent consults files, the team, milestones, tasks, discussions and linked work such as meetings, research, Resolver studies and financial models.
Does the client see the same screen and files as the team?
No. The client signs in with a code sent by email and sees only projects shared with them, deliverables for acceptance and requests.
Who on the team sees each project?
The project team: administrators, members and viewers. If the organization allows it, the project can also be shared with its other members for viewing without editing.
Does an automation run even when nobody has Plannk open?
Yes, if it is enabled and has the necessary resources. The result stays in the app and chosen project and goes to the channels you configured.
What happens to an automation when credits are insufficient?
Execution does not continue, and the rule is paused for insufficient credits. Check the balance or configuration before enabling it again.