¶ Getting Started
Welcome to Planally, the workflow execution platform that turns manual, inconsistent processes into structured, governed workflows, with clear ownership, controlled progression, and visibility leaders can trust.
¶ Why This Matters
Planally helps organisations:
- Digitalise workflows for clarity and accountability.
- Automate governance with approvals and audit trails.
- Gain visibility through dashboards and structured views.
Whether you manage projects, contracts, audits, or R&D, Planally brings the same structure to every process.
¶ Sign-Up & Login
To access Planally:
- Sign Up
- Enter your name, email, and password.
- Confirm your account via email.
- Login
- Enter your email and password.
- Or click Sign in with Microsoft for SSO using your organisation's Microsoft 365 credentials.
Note: Your organisation must enable Planally in Azure Active Directory for SSO.
¶ The Home Page
After you log in, the Home Page shows:
- Jump Back In: the projects and activities you opened most recently, so you can pick up where you left off.
- Workspaces: groups of workflows. Each workflow appears as a card (e.g. Project Delivery, Contract Management) showing whether it's Public or Private.
Each workflow card gives you quick links to:
- Dashboard: real-time progress across projects and activities.
- Projects (or your workflow's own term, such as Contracts): the list registered projects in that workflow.
- Portfolio: every project as a card, by phase.
- Documents: curated documents, project files, and reference documents.
Use the ⋮ menu on a card to Add Favorite (favourites are easy to find again) or open the workflow's settings if you're an admin.
¶ Finding Your Way Around
¶ The side menu
Inside a workflow, the side menu shows:
- Dashboards: your workflow's dashboards, plus Overview and Portfolio, and View All Dashboards when there are several.
- Projects (your workflow's term): Project List and Add Project.
- Documents: every document in the workflow, under All Folders.
- Configuration: shown to Workflow Admins only. See Creating & Configuring Workflows.
At the bottom of the side menu are these icons:
| Icon | What it opens |
|---|---|
| Planally AI | The Ask AI assistant, if your organisation has it. See Planally AI. |
| Bell | Your notifications. See Notifications & Reminders. |
| Clock | Reminders: late activities, pending approvals, and access requests. |
| Question mark | Knowledge Base (this site) and Contact Us. |
| Profile picture | Your plan (licensed or unlicensed), Manage Profile, Dark Theme, and Logout. |
To make more room on screen, collapse the side menu with the arrow button on its edge. Click it again to expand the menu.
¶ The breadcrumb
The line at the top of each page shows where you are, for example Planally / Project Delivery / Projects / Water Treatment Plant Expansion Phase 3. Click any part of it to go back to that level.
¶ Search
Use the Search bar on the home page to find workspaces and workflows by name.
Note : It doesn't search projects, activities, or documents.
¶ Update Your Profile
- Click your profile picture at the bottom of the side menu.
- Select Manage Profile.
- Update your name, designation, department, and profile picture.
- To change your password, enter a new password and click Save.
To switch between light and dark, use the Dark Theme toggle in the same menu.
¶ Planally License Request
To create and work in projects, you need a license.
- Click your profile picture at the bottom of the side menu.
- Under Current Plan, click Request License.
- Your request will be sent for approval. While you wait, the menu shows Pending License Approval. You'll be notified when it's approved.
¶ Best Practices
- Use Microsoft SSO for secure login.
- Use Jump Back In and favourites to get to your work faster.
- Check Reminders daily for anything waiting on you.
- Read Planally Essentials for day-to-day tasks, and Workflow Builder if you're an admin.