Click Forgot Password on the Planally login page and follow the instructions. If you face any issues during the reset process, contact our support team at support@planally.com.
It's likely you don't have a licence yet. Click your picture at the bottom of the side menu and, under Current Plan, click Request License. You'll be notified when it's approved.
Click your picture at the bottom of the side menu and turn on Dark Theme.
Public Project
Visible to everyone who can see the workflow. They can request access to work in it.
Private Project
Visible only to the project team, plus the workflow's Workflow Admins and Workflow Users, and administrators.
If you don't see a Visibility choice when creating a project, your workflow sets it for every project.
They're probably a Workflow User or Workflow Admin. These roles can see every project in the workflow, including private ones. Workflow Users can only view. See Roles & Permissions.
Yes. The system does not limit you from moving to another phase. Click Settings on the project and update the Current Phase.
It's recommended to add contributors or core team members so others have a clear reference person.
Click Settings on the project, choose another Roadmap, and click Save. The project moves to the new roadmap from its current phase onwards.
Tags are in Project Settings, under Metadata. Click Settings at the top right of the project.
Yes, to plan an activity. An Assignee identifies the focal user of an activity. Activities can be assigned to individual users or roles (e.g. Project Manager). Assignees are notified and can update and complete the activity. You can also assign yourself.
Open the activity and click Copy Link in its header, or use Copy Link on the activity card's ⋮ menu. Anyone with access who opens the link goes straight to the activity.
Yes. You can enter the date the activity was done, or the actual date of the document.
No. Any user assigned to the project can be assigned to an activity.
It depends on the activity's applicability:
Yes. Click Add Activity under any phase and choose from the available activities.
After updating the status, click Save to ensure changes are captured.
A Completed activity's form is locked. Change the status from Completed to In Progress, make your changes, then set it back to Completed and click Save.
It's a calculated field (a formula) that's waiting for another answer. Fill in the fields it uses and the result appears.
They likely haven't registered yet. Ask the team member to register so they can be added to the project.
Open the project and click the Registers tab, next to Workflow. See Registers.
The register is probably Read Only: anyone can view it, but nobody can add or change records. If you think it should be open, ask your Workflow Admin.
Save the record first. Then select it, click Update, and add the rows.
Not yet. Registers are kept per project. To combine data, use Export (XLSX or CSV) in each project's register.
Open the Notification Center, click the gear icon, and choose Default (Recommended) or switch off the emails you don't need. Every notification still appears in Planally. See Notifications & Reminders.
Open Reminders, click the gear icon, and switch off the lists you don't want in the weekly email.