Tasks from chats, a meeting rhythm, deadlines and a knowledge base.
Capture tasks from messengers, run the week's meeting rhythm with agendas and action items, remind owners, collect statuses, and keep the team's knowledge base and meeting notes.
The everyday jobs this workspace hands off to Plank — you review the finished work, not the busywork.
Catches tasks from chat, messenger and Slack and adds them to the tracker — with an owner and a due date.
"Turn this chat message into a task"Reminds owners of deadlines and escalates overdue items to the project lead.
"Remind everyone about overdue tasks"Goes around the team in chat and collects statuses on open tasks by the day you need.
"Collect task statuses by Friday"Maintains policies, guides and FAQs — approving estimates and proposals, issuing invoices, access.
"Find the policy on leave"Records decisions from planning calls and retros: who, what, by when — and creates tasks right away.
"Write up the minutes for the July 17 call"Sends a morning summary to chat: what's urgent, what's overdue, what's waiting on the client.
"Send today's task digest"Sorts new messages by urgency and separates real tasks from chit-chat.
"Triage my inbox and set priorities"Gives a new hire the right policies and guides from the project-kickoff checklist.
"Hand a new hire the client-work policies"Answers team questions from the policies and minutes, not from memory.
"How do we issue an invoice and e-invoice?"Adds tasks and planning calls to Google Calendar and keeps deadlines in sync with the tracker.
"Put this week's deadlines on the calendar"Sees who's overloaded with open tasks and suggests redistributing them.
"Who's overloaded this week?"Before someone's leave, gathers their open tasks and sets up a handover to a colleague.
"Collect Tim's tasks for his leave"Builds the standup agenda from open tasks, overdue action items and KPI deviations — not from a blank page.
"Put together the standup agenda"Pulls the numbers — revenue, utilization, receivables, NPS — from the space's tables straight into the agenda.
"Build a dashboard for the standup"Finds a time that works for attendees, puts the meeting on the calendar on cadence and sends out invites.
"Schedule the project office sync for Tuesday"Warns attendees ahead of time and asks them to prepare materials and numbers.
"Remind everyone about the retro"Transcribes the meeting recording and pulls out decisions and action items into a structured list.
"Write up the meeting takeaways"Keeps notes in real time and records who proposed what and what was agreed.
"Take notes for this meeting"Turns the meeting's open questions into action items with an owner and a deadline.
"Create tasks from the meeting's questions"After the meeting it sends a summary and the action-item list to attendees on WhatsApp or Telegram.
"Send out the standup takeaways"Chases owners until the next meeting and shows what hasn't been done since last time.
"What hasn't been done since the last standup?"Highlights action items stuck past their deadline and escalates them to a manager.
"What's been stuck more than a week?"Makes sure recurring standups, syncs and retros happen on schedule and no one is forgotten.
"What standups are on this week?"Tallies for a period: how many meetings were held, decisions made and action items closed.
"Meeting report for the month"This is what it looks like in Plank — real dashboards with data. Everything is interactive: drag cards, check off tasks. Sample data.
Demo mode — changes aren't saved and reset on reload.