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Project Management

Project plans, stakeholder updates, and a living wiki — the PM workspace that actually scales.

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About this template

A workspace built for PMs running three to ten projects at once. Keep a structured wiki of projects and people, write stakeholder updates that actually get read, and run data reviews grounded in real metrics. Plank drafts the weekly update from your project logs, integrates calendar and meeting notes on demand, and flags the project that slipped before you noticed. Status updates stop being a Friday-afternoon chore. Data reviews stop being a manual pull — because the context lives with your project files, and Plank reads every one of them before it opens its mouth.

What's included

  • Per-project wiki folders: index, chronological log, and resources subfolder
  • Per-person pages tracking role, followups, and 1:1 notes
  • Workflow triggers: start my day, project kickoff, weekly update, data review
  • Sync scripts for calendar, Slack, and meeting notes — stubbed, you wire credentials
  • context.md captures team structure, methodology, and communication norms
  • AI partner grounded in your actual projects — not generic PM advice

What Plank handles

The everyday jobs this workspace hands off to Plank — you review the finished work, not the busywork.

  • Meeting minutes

    Transcribes a video call and pulls out the decisions and action items, each with an owner and a due date.

    “Write up minutes from today’s meeting”

  • Action-item tracking

    Keeps action items across every project and flags the overdue and stalled ones.

    “Which action items are overdue?”

  • Blocker escalation

    Finds what’s holding up a release — no API access, waiting on mockups, a frozen budget — and raises it to the owner.

    “Which projects are at risk?”

  • Stakeholder updates

    Drafts a weekly project status for the client — progress, what’s done, risks, next steps.

    “Put together a client status update for the project”

  • Deadline tracking

    Watches project and milestone dates, warns early about slippage and suggests re-planning.

    “Which deadlines are due this week?”

  • Task-tracker sync

    Logs tasks into your task tracker and pulls their statuses back — no manual double-entry.

    “Log the action items from the meeting to the task tracker”

  • New project kickoff

    Turns a client brief into a project card: team, milestones, deadline, risks and a first set of tasks.

    “Set up a project from the client brief”

  • Team workload

    Shows who’s working on what and where the overload is — by project, designer and developer.

    “Who’s overloaded this week?”

  • Reminders to assignees

    Pings owners about overdue tasks in chat — politely and to the point.

    “Remind Daniel about the Sweetline mockups”

  • Decision log

    Records decisions with their context and rationale, so old debates don’t get relitigated.

    “Log this decision to the project log”

  • Milestone report & sign-off

    Prepares a report on the completed stage and a draft acceptance document for the client.

    “Prepare a report on the completed stage”

  • Risks & retrospective

    Collects project risks and material for the retro — what went wrong and what to improve.

    “Collect the risks for the Pinnacle Bank project”

See it working

This is what it looks like in Plank — real dashboards with data. Everything is interactive: drag cards, check off tasks. Sample data.

Projects & action items — Tasks, blockers and deadlines — Asana-style

Demo mode — changes aren't saved and reset on reload.

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