Project management with interactive Gantt charts, templates, and client portals
Planner is a project management tool built for small businesses who need to track work without the complexity of enterprise tools like Microsoft Project or the limitations of simple to-do lists.
Visualise your project timeline. Drag tasks to reschedule. See dependencies at a glance.
Build your process once, reuse it forever. Share your methodology with others via JSON export.
Give clients their own view of project progress — what they need to see, nothing more.
Track the information that matters to your business with flexible custom fields.
From your Planner dashboard, click the "New Project" button.
Start from scratch, or select a template to pre-populate tasks and structure.
Give your project a name, set the start date (or target end date), and optionally assign a client.
Break your project into tasks. Set durations, dependencies, and assign team members.
The Gantt chart is the heart of Planner. It shows your entire project timeline visually, with tasks as horizontal bars and dependencies as connecting lines.
Templates are one of Planner's most powerful features. They let you capture your proven processes and replicate them perfectly every time.
You can create templates two ways:
The project should have all the tasks, dependencies, and structure you want to replicate.
Find this in the project menu (⋮) or under Project Settings.
Choose something descriptive like "Website Redesign Process" or "New Client Onboarding".
From the main menu, select "Templates".
You'll get a blank project structure to build your template.
Instead of specific dates, define tasks by duration and dependencies. "Task 2 starts when Task 1 ends", "Task 3 takes 5 days".
When creating a new project, select "From Template" and choose your template. All tasks, dependencies, and structure will be copied. You then set your project start date (or end date), and Planner calculates all the actual dates automatically.
Templates can be exported as JSON files and shared with others. This is perfect for:
To export: Template → Menu (⋮) → Export as JSON
To import: Templates → Import → Select JSON file
Don't have time to build templates from scratch? Your favourite AI assistant (like ChatGPT or Claude) can create them for you. Just describe your process and let AI do the heavy lifting.
We've created a special prompt that helps AI understand Planner's template format.
ChatGPT, Claude, or any capable AI assistant will work.
The prompt teaches the AI how to format things. You just describe what your process involves in plain English.
The AI will generate a properly-formatted template in JSON.
Templates → Import → Paste the JSON. Done!
"Create a template for residential conveyancing. Include: initial instruction and ID checks (2 days), property searches (10 working days), reviewing title and raising enquiries (5 days), mortgage offer review (3 days), exchange of contracts (1 day), completion (typically 2 weeks after exchange). Add dependencies so searches can't complete before instruction, enquiries need searches done first, etc."
"Create a template for a small business website redesign. Phases: Discovery (stakeholder interviews, competitor analysis), Design (wireframes, mockups, revision rounds), Development (build, content entry, testing), Launch (final review, go-live, post-launch support). Typical total duration 8-12 weeks."
Give your clients visibility into their project without giving them access to your full Planner account. Client portals show a simplified, read-only view of their specific project.
Go to the project you want to share with a client.
Find this in the project menu or settings.
Toggle the portal on. You'll get a unique link to share.
Choose whether clients see all tasks or just milestones. Hide internal notes if needed.
Send the portal link to your client. They can view progress anytime without logging in.
Every business tracks different information. Custom fields let you add whatever data matters to your projects and tasks.
Go to Settings → Custom Fields. Create fields at the project level (apply to all projects) or the task level (apply to all tasks). Give each field a name, choose the type, and optionally set a default value.
Good task: "Draft homepage copy" — clear, specific, you know when it's done.
Bad task: "Work on website" — vague, never-ending, impossible to track.
Only create dependencies where they genuinely exist. If Task B can start before Task A is completely finished, don't link them. Over-linking creates rigid schedules that don't reflect reality.
After completing projects, ask: "What should we do differently next time?" Update your template with lessons learned. Your templates should evolve with your experience.
Detailed plans for next week are useful. Detailed plans for six months away are fiction. Use high-level milestones for the future, detailed tasks for the near term.