A Smarter Way to Plan, Track, and Collaborate
At Planally, we believe that better structure creates better outcomes. But structure doesn’t have to be rigid — it can be intuitive, clear, and supportive of how people actually work.
With Version 5, we’ve delivered a set of upgrades designed to help you stay in control of your workflows — with improved visibility, faster access, and tools that make planning and execution smoother at every level.
Whether you’re managing complex timelines, coordinating across departments, or tracking activities during a busy week, these features are built to support real work — not just manage projects on paper.
Here’s what’s new:
Project Table View: A New Way to See Your Work
Structured, Table View for Smarter Workflow Planning
In addition to the familiar Timeline and Phase Gate views, we’ve introduced a powerful new Table View — perfect for users who prefer a structured, spreadsheet-style layout for managing their activities.
With Table View, you can:
- See all activities in a clean, tabular format
- Instantly access key information like applicability, assignees, dates, and status
- Sort, filter, and scan across large workstreams with ease
- Use it during planning sessions, phase reviews, or as a day-to-day checklist
It’s not just a different way to look at your data — it’s a smarter way to manage what needs to get done.
Snapshot View: Capture the State of Your Workflow
Record, Compare, and Preserve Key Project Moments
Projects evolve quickly. People move. Timelines shift. That’s why we’ve introduced Snapshot View — a way to capture a frozen view of your workflow at a specific point in time, especially useful during Phase Gate reviews.
Why this matters:
- Create time-stamped records for audits, reviews, or retrospectives
- Maintain transparency and accountability across your team
- Compare progress over time and track how key details have changed
It’s peace of mind — knowing you can always refer back to how projects looked at key parts of the workflow.
New Activity Layout: Designed for Speed and Simplicity
Cleaner, More Modern Experience for Daily Work
Your activity page is where most of the action happens. We’ve completely redesigned it to make it faster to navigate, easier to read, and more efficient to manage — whether you’re planning or executing.
What’s new:
- A modern, simplified layout that reduces visual clutter
- Faster load times — even in projects with hundreds of activities
- Consistent design across all activity types for smoother transitions
- Easier access to comments and discussions
- Streamlined endorsement and approval workflows
- Clearer permission controls to manage who can view or edit
Whether you’re reviewing on desktop or during a quick check-in, everything feels more responsive and organized.
Activity Pop-Up: Work Without Breaking Your Flow
Faster Updates, Fewer Disruptions
The new Activity Pop-Up lets you view and update an activity in a lightweight modal window — without leaving the page you’re on.
Why it’s useful:
- One-click access to key activity details
- Make quick changes without navigating away
- Great for batch edits, meeting reviews, or on-the-fly updates
- Switch to full-page view anytime for deeper input
This is about speed and context — making updates fast, without losing where you are.
Table Data Export: Work With Your Data, Your Way
Export Activities to Excel or CSV with Just a Click
Sometimes you need your workflow data outside Planally — for reporting, deeper analysis, or record-keeping. The new Export to Excel/CSV feature lets you do exactly that.
Use it to:
- Perform analysis in your preferred tools
- Build custom reports for stakeholders
- Create documentation for audit or compliance purposes
- Consolidate cross-project data for broader insights
Everything stays structured in Planally — but you have full control to use it elsewhere when needed.
Related Work: Smarter Activity Relationships
Understand How Workflows Depend on Each Other
Work isn’t linear. Activities often depend on one another — and now you can reflect that directly in Planally with our Related Works feature.
Supported relationship types:
- Finish to Start (FS)
- Start to Start (SS)
- Finish to Finish (FF)
- Start to Finish (SF)
- General “Related” (for non-sequential connections)
What it helps you do:
- Visualize dependencies between tasks
- Align scheduling more accurately
- Flag potential delays or blockers earlier
- Make reviews and status updates more informed
This feature brings new depth to how you coordinate and plan across your team — laying the foundation for future enhancements like dependency alerts and impact propagation.
What’s Next?
These updates are more than just surface enhancements, they reflect our long-term mission: to make Planally the most user-friendly and powerful platform for workflow planning, governance, and execution.
We’re focused on:
- Reducing manual overhead
- Strengthening structure without slowing you down
- Empowering teams to stay aligned, agile, and accountable
More features are already underway — and we’ll continue to improve based on your feedback.
Log in today and experience the new Planally.
Smarter workflows start here.
