Planally V8 is about doing less work outside the workflow and more inside it: structured lists in every project, forms that do the maths, tighter control over who sees what, and a cleaner, faster way to move around.
Every project can now keep registers: structured lists of records such as risks, issues, assets, invoices, or lessons learned, built from your own forms. Admins choose who can see and change each register (Public, Read Only, Private, or Draft). Project teams add, search, filter, and export records from the project's new Registers tab.
See Registers and Setting Up Registers.
Add calculated fields to any form with the new Formula element, and Formula columns to editable tables. Formulas work out totals, scores, ratings, dates, and statuses from other answers, using 29 functions such as SUM, IF, IFS, DAYS, and CONTAINS. Results update as people type and are recalculated when the form is saved.
See Formula Builder.
See Form Builder.
See Roles & Permissions, Creating & Configuring Workflows, and Designing Roadmaps.
Connect other systems to Planally. Ask the Planally team for an API key. Each key acts as a Planally user, with Read or Read & write access, and has an expiry date. The API can read workflows, projects, activities, and users, and update or delete workflows, projects, and activities.
See Developer API.
Choose which notifications reach your inbox, from All Enabled, All Disabled, or Default (Recommended), or switch individual emails on and off across Assignments, Requests, Approvals, Activity, and Project. These settings control email only; every notification still appears in Planally. Weekly reminder emails have their own settings on the Reminders page.
See Notifications & Reminders.
See Getting Started, Workflow Views, and Managing Activities.