Changelog

Follow up on the latest improvements and updates.

RSS

new

improved

fixed

General

Docs

Advanced document filtering

Plannerly now includes a completely redesigned document filtering system that makes it much easier to focus on what matters at any moment.
A before, you can filter documents and sections by
status
, including:
  • In progress
  • Shared
  • Published
  • Archived
The new
Archived
status ties directly into the
archive instead of delete
workflow, and is how archived sections and document tabs are surfaced when needed.
image
You can also filter by
assignment
, allowing you to:
  • See content assigned to you
  • View work assigned to specific team members
  • Focus on items you’re managing or reviewing
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This can be combined with the
Comments
filter, which supports:
  • Unread comments
  • Unresolved comments
  • Mentions
  • Sections with comments
  • Sections with no comments
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In addition, the
Updated
filter lets you focus on content changes over time, such as:
  • Sections updated today
  • Content changed yesterday
  • Updates from the last 7 days
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These filters can be combined to quickly narrow down exactly what you need. For example:
  • View sections assigned to you that still have unresolved comments
  • Find content updated in the last few days that’s ready for review or approval
  • Identify commented sections that need resolution before publishing
  • Focus on active work while hiding archived or completed content
This makes it far easier to manage documents as living, collaborative systems rather than static files. Unlike traditional Word documents, PDFs, or email-based workflows, everything is:
  • Tracked
  • Filterable
  • Linked to assignments and comments
  • Retained with full history
  • Integrated with the approval process
The result is faster collaboration, clearer accountability, and much easier alignment across project teams.

new

improved

General

Scope

Kanban

Verify

AI-generated images in Scope grid

You can now generate images directly inside grid rows with a single click.
image
For tasks that use
geometry
, Plannerly automatically generates images across four levels of detail:
  • Symbolic
  • Generic
  • Detailed
  • Fabrication
These images are created instantly based on the project and task data, giving you a clear visual representation of each requirement without any manual setup.
image
As soon as images are added, teams typically see a
significant improvement in clarity and communication
. This helps bridge the gap where suitable images don’t already exist, making requirements easier to understand at a glance.
If you need to refine the results, each row can be edited and additional AI prompts can be used to regenerate or adjust individual images.
image
For tasks that
don’t use geometry
(such as project or information management tasks), Plannerly automatically generates
icons
instead. This keeps grids visually consistent and easy to scan.
image
What makes this especially powerful is that
geometry rules can be set at the folder level
. Once configured, you can generate the correct images or icons for every requirement with a single click per row - making it simple and fast to build your own visual library tailored to your classification systems and task sets.
Previously, deleting a document section permanently removed it with no way to recover it. That’s now changed.
When removing a
document section
, you now archive it instead of deleting it:
  • Archived sections are hidden by default
  • They become visible when you enable filters and choose to show archived sections
  • Archived sections appear at the top of the document
  • Any archived section can be restored at any time using the three-dot menu
image
The same workflow applies to
document tabs
, with one important difference:
  • Archiving a document tab archives all of its sections at once
  • The original tab structure is removed, and the content becomes a flat list of archived sections
  • Archived document tabs can be restored, which restores all associated sections together
  • Archived content can also be permanently deleted if needed
This gives you a much safer way to clean up documents while preserving history, references, and audit trails.

new

improved

fixed

General

Docs

File Manager

Text and paragraph spacing controls

You now have full control over how compact or spacious your documents appear using new text spacing options.
Line spacing
lets you control the vertical spacing between each line of text, making content feel more open or more compact depending on your needs.
Paragraph spacing
allows you to adjust the spacing between paragraphs, from default to more compact layouts.
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These controls make it easy to visually compare layouts. The examples below show the same content using the largest spacing versus the most compact spacing, giving a clear sense of how much vertical space can be saved.
image
Importantly, these settings apply at the
project level
:
  • Change spacing once, and it applies across all documents and sections
  • No need to update individual sections or documents manually
This makes it easy to optimise readability, reduce document length, and keep layouts consistent across an entire project.

new

improved

fixed

General

Docs

Scope

File Manager

Verify

Document layout, export, and Verify improvements

Usability and reliability improvements
  • Fixed an issue in Verify where task cards could appear with content cut off when viewing information requirements.
  • Fixed an issue in PDF exports where some linked reference numbers and icons were rendered too large in certain cases.
  • Improved element linking reliability in Verify by refining underlying rules.
  • Added new units for datatype IfcConcentrationMeasure, including parts per million (ppm) and parts per billion (ppb).
  • Improved checkbox behavior in Docs so checkbox size now scales with font size and remains visually centered.
  • Sections can now be created without a section title, meaning they won’t appear in the index or be printed as a heading.

new

improved

fixed

Scope

File Manager

Smarter File Manager Filters

File Manager filter accuracy improved
Certain filter combinations previously returned zero results even when matching files existed. Filters now correctly identify all files that match your metadata selections.
Filtered file count corrected
The file counter in filtered folders wasn’t always telling the truth. It now shows the correct number of files every time.
Default metadata selections saved correctly
Updates to default values for new File Manager metadata columns sometimes wouldn’t stick. These now save properly as expected.
We’ve fixed an issue where, in certain situations, deleting a scope row or an information requirement could fail or trigger an unexpected error.
With this update, deletions work reliably across all scenarios, ensuring that scope rows and information requirements can be removed without errors or interruptions.
What’s improved
  • Fixed errors that occurred when deleting scope rows
  • Fixed issues preventing deletion of information requirements in specific cases
  • More reliable cleanup and editing of scoped content

new

improved

fixed

General

Docs

Scope

File Manager

Timeline

Kanban

Verify

Page Number Size Controls, New Table Properties, and Excel Export Fix

You can now control the size of page numbers in your document exports.
We also added new table and cell properties inside the Docs module, giving you more formatting control over tables, layouts, and section styling.
image
We also fixed an issue where custom task fields were being exported to the wrong column in Excel. All task fields now map correctly to their corresponding columns.
What’s improved
  • Added the ability to change the size of page numbers in document exports
  • Added new table properties inside Docs
  • Added new cell properties for more granular formatting control
  • Fixed an issue where custom task fields exported to the wrong column in Excel

new

improved

fixed

General

Docs

Scope

File Manager

Timeline

Kanban

Verify

Information Requirements Fixes, Model Processing Updates, and Editor Stability Improvements

This update includes fixes across Information Requirements, model processing, Kanban card consistency, and a very large batch of Editor stability, accessibility, and formatting improvements.
What’s improved
  • Fixed a typo in Information Requirements for kilogram moles
  • Fixed a model processing issue affecting users in Taiwan
  • Fixed inconsistent ordering of Information Requirements on Kanban board cards
  • Fixed an issue where the “name” field was being read instead of item values
  • Fixed MS Edge autocorrect issue where suggested text was not being replaced correctly
  • Fixed unhandled error when deleting text inside custom or standard HTML tags
  • Fixed line height not adjusting to font size in Editor
  • Fixed issue where pasting links with single quotes broke URL parsing
  • Fixed incorrect cell focus after column resize, which caused text to appear in the wrong table cell
  • Fixed character count limit not enforced in Android WebView integration
  • Fixed issue where images could only be dragged once inside a table
  • Introduced Table Properties
  • Fixed Error: Cannot read properties of undefined (reading 'disableBlur')
    fullPage
    or
    iframe
    mode
  • Fixed inconsistent when removing all text on a single line using Backspace
  • Fixed accessibility labeling issues in Editor fields
  • Fixed double URL encoding when editing links
  • Fixed issue where
    html.get()
    omitted empty table rows in single-column tables
  • Introduced Table Cell Properties
  • Fixed URL recognition for common suffixes
  • Fixed keyboard actions not working when an entire table was selected
  • Fixed issue preventing text colour changes inside list items containing links
  • Fixed missing visual focus indicator on the Font Size popup when navigating with arrow keys
  • Fixed toolbar positioning issue when an SVG was the first element
  • Fixed accessibility issue: missing or incorrect expand/collapse state
  • Fixed accessibility issue: certain actions could not be performed with keyboard alone
  • Fixed accessibility issue: missing focus indicator
  • Fixed accessibility issue: button pressed state not conveyed
  • Fixed inability to navigate tables using up/down arrows
  • Fixed incorrect synchronization between increase-indent button and keyboard shortcuts
  • Fixed URLs ending with a hyphen being truncated when pasted
  • Fixed inconsistent behaviour when clearing formatting in tables depending on text placement
  • Fixed error triggered by clicking the ordered list button
  • Fixed RGBA and hex alpha colour values not working in text colour picker
  • Fixed inability to edit inputs inside shadow DOM
  • Fixed indent and ordered list button errors in the console
  • Fixed image resize box expanding to full width when captions and
    htmlUntouched: true
    were used
  • Fixed missing
    <li>
    elements when indenting a list immediately after creation
  • Fixed tooltips rendering outside shadow DOM boundaries
  • Fixed formatting issues when pasting from Word
  • Fixed entity stripping when copy/pasting within the same editor instance with
    pastePlain: true

new

fixed

improved

General

Docs

Scope

File Manager

Timeline

Kanban

Verify

Improved Table of Contents Page Numbers + Faster Exports

We fixed an issue where page numbers in the Table of Contents would sometimes not appear, especially when vertical text was used in section titles.
image
With this update, page numbers will now always display correctly whenever the "Show Page Numbers" option is enabled.
We also made several performance improvements to the export engine, so PDF and Word files now generate faster and more reliably.
What’s improved
  • Page numbers in the TOC now display consistently
  • Works reliably even when vertical text is used in section titles
  • Faster PDF and Word exports
  • Improved overall export stability and quality
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